Geneos Wealth Management Inc. Ishares Trishares 0 3 Mnth Tre Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 66,469 shares of SGOV stock, worth $6.66 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

66,469

Previous 59,242 12.2%

Holding current value

$6.66 Million

Previous $5.97 Million 12.2%

% of portfolio

0.26%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$100.3 - $100.74 $724,868 - $728,047	7,227 Added 12.2%	66,469 $6.69 Million
Q2 2024 Jul 23, 2024	BUY	$100.29 - $100.75 $2.36 Million - $2.37 Million	23,497 Added 65.74%	59,242 $5.97 Million
Q1 2024 May 03, 2024	BUY	$100.29 - $100.71 $607,657 - $610,201	6,059 Added 20.41%	35,745 $3.6 Million
Q4 2023 Jan 26, 2024	BUY	$100.05 - $100.73 $1.14 Million - $1.15 Million	11,400 Added 62.34%	29,686 $2.98 Million
Q3 2023 Oct 11, 2023	BUY	$100.2 - $100.67 $1.77 Million - $1.77 Million	17,616 Added 2629.25%	18,286 $1.84 Million
Q2 2023 Aug 08, 2023	BUY	$100.18 - $100.63 $67,120 - $67,422	670 New	670 $67,000

Others Institutions Holding SGOV

# of Institutions

709

Shares Held

91.6M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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Geneos Wealth Management Inc. Ishares Trishares 0 3 Mnth Tre Transaction History