Geneos Wealth Management Inc. Ishares Tr Russell 2500 ETF Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 31 shares of SMMD stock, worth $2,179. This represents 0.0% of its overall portfolio holdings.

Number of Shares
31
Previous 31 -0.0%
Holding current value
$2,179
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
BUY
$61.71 - $68.15 $1,913 - $2,112
31 New
31 $2,000
Q4 2023

Jan 26, 2024
BUY
$50.46 - $62.34 $3,683 - $4,550
73 Added 42.44%
245 $15,000
Q3 2023

Oct 11, 2023
BUY
$53.72 - $60.35 $2,417 - $2,715
45 Added 35.43%
172 $9,000
Q1 2023

Apr 25, 2023
BUY
$52.14 - $60.44 $6,621 - $7,675
127 New
127 $6,000
Q2 2021

Jul 08, 2021
SELL
$62.15 - $66.8 $20,509 - $22,044
-330 Closed
0 $0
Q4 2020

May 19, 2021
BUY
$45.29 - $57.31 $14,945 - $18,912
330 New
330 $20,000

Others Institutions Holding SMMD

# of Institutions
195
Shares Held
13.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 2500 ETF

SMMD Quotes by TradingView
  • Ticker SMMD
  • Sector ETFs
  • Industry ETFs
More about SMMD
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email