Geneos Wealth Management Inc. Ishares Trust Aaa A Rated Corp Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Trust Aaa A Rated Corp stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,742 shares of QLTA stock, worth $131,917. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,742
Previous 134 1946.27%
Holding current value
$131,917
Previous $6,000 2100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$47.11 - $48.77 $122,862 - $127,192
2,608 Added 1946.27%
2,742 $132,000
Q2 2025

Aug 18, 2025
BUY
$46.39 - $47.84 $788 - $813
17 Added 14.53%
134 $6,000
Q1 2025

May 21, 2025
SELL
$46.18 - $47.84 $785 - $813
-17 Reduced 12.69%
117 $5,000
Q1 2025

May 07, 2025
BUY
$46.18 - $47.84 $323 - $334
7 Added 5.51%
134 $6,000
Q2 2023

Aug 08, 2023
SELL
$46.58 - $48.16 $1,164 - $1,204
-25 Reduced 16.45%
127 $5,000
Q1 2022

May 16, 2022
SELL
$51.14 - $55.76 $2,403 - $2,620
-47 Reduced 23.62%
152 $7,000
Q3 2021

Nov 09, 2021
SELL
$56.33 - $57.57 $844 - $863
-15 Reduced 7.01%
199 $11,000
Q2 2020

Sep 07, 2021
BUY
$54.07 - $57.84 $3,893 - $4,164
72 Added 50.7%
214 $12,000
Q1 2020

Sep 07, 2021
BUY
$48.67 - $57.42 $2,530 - $2,985
52 Added 57.78%
142 $7,000
Q3 2019

Sep 07, 2021
BUY
$53.82 - $54.82 $4,843 - $4,933
90 New
90 $4,000
Q4 2016

Sep 07, 2021
SELL
N/A
-1,030 Closed
0 $0
Q1 2016

Sep 07, 2021
BUY
N/A
1,030
1,030 $53,000

Others Institutions Holding QLTA

# of Institutions
209
Shares Held
25.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST AAA-A RATED CORP

QLTA Quotes by TradingView
  • Ticker QLTA
  • Sector ETFs
  • Industry ETFs
More about QLTA
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