A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Global Consumer Sta stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 888 shares of KXI stock, worth $54,123. This represents 0.0% of its overall portfolio holdings.

Number of Shares
888
Previous 1,088 18.38%
Holding current value
$54,123
Previous $65,000 10.77%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$59.84 - $66.17 $11,968 - $13,234
-200 Reduced 18.38%
888 $58,000
Q1 2024

May 03, 2024

SELL
$58.26 - $61.03 $4,602 - $4,821
-79 Reduced 6.77%
1,088 $66,000
Q3 2023

Oct 11, 2023

BUY
$56.84 - $62.6 $4,490 - $4,945
79 Added 7.26%
1,167 $66,000
Q2 2021

Jul 08, 2021

SELL
$58.22 - $62.64 $2,911 - $3,132
-50 Reduced 4.39%
1,088 $66,000
Q4 2020

May 19, 2021

BUY
$53.15 - $58.49 $2,657 - $2,924
50 Added 4.6%
1,138 $63,000
Q3 2020

Sep 07, 2021

SELL
$51.84 - $57.06 $108,864 - $119,826
-2,100 Reduced 65.87%
1,088 $59,000
Q1 2019

Sep 07, 2021

SELL
$45.69 - $51.68 $2.99 Million - $3.39 Million
-65,518 Reduced 95.36%
3,188 $164,000
Q4 2018

Sep 07, 2021

BUY
$44.53 - $50.92 $2.92 Million - $3.34 Million
65,518 Added 2055.14%
68,706 $3.15 Million
Q3 2018

Sep 07, 2021

BUY
$48.92 - $51.07 $102,732 - $107,247
2,100 Added 193.01%
3,188 $160,000
Q2 2018

Sep 07, 2021

BUY
$47.84 - $50.78 $26,024 - $27,624
544 Added 100.0%
1,088 $53,000
Q1 2018

Sep 07, 2021

SELL
$48.45 - $54.53 $46,027 - $51,803
-950 Reduced 63.59%
544 $54,000
Q4 2017

Sep 07, 2021

BUY
$50.45 - $53.42 $47,927 - $50,749
950 Added 174.63%
1,494 $158,000
Q2 2017

Sep 07, 2021

BUY
N/A
70 Added 14.77%
544 $55,000
Q3 2016

Sep 07, 2021

SELL
N/A
-93 Reduced 16.4%
474 $47,000
Q2 2016

Sep 07, 2021

BUY
N/A
93 Added 19.62%
567 $56,000
Q1 2016

Sep 07, 2021

BUY
N/A
474
474 $46,000

Others Institutions Holding KXI

About ISHARES TR GLOBAL CONSUMER STA


  • Ticker KXI
  • Sector ETFs
  • Industry ETFs
More about KXI
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