Geneos Wealth Management Inc. Ishares Msci Usa Small Cap Min Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 38 shares of SMMV stock, worth $1,615. This represents 0.0% of its overall portfolio holdings.

Number of Shares
38
Previous 140 72.86%
Holding current value
$1,615
Previous $5,000 80.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 22, 2025
SELL
$41.17 - $43.65 $4,199 - $4,452
-102 Reduced 72.86%
38 $1,000
Q2 2025

Aug 18, 2025
BUY
$37.87 - $42.54 $833 - $935
22 Added 18.64%
140 $5,000
Q4 2023

Jan 26, 2024
SELL
$32.1 - $35.91 $37,492 - $41,942
-1,168 Reduced 90.82%
118 $4,000
Q3 2023

Oct 11, 2023
SELL
$33.03 - $35.21 $150,980 - $160,944
-4,571 Reduced 78.04%
1,286 $42,000
Q2 2023

Aug 08, 2023
BUY
$33.12 - $35.11 $29,609 - $31,388
894 Added 18.01%
5,857 $200,000
Q1 2023

Apr 25, 2023
SELL
$33.4 - $36.77 $300 - $330
-9 Reduced 0.18%
4,963 $172,000
Q4 2022

Jan 30, 2023
BUY
$32.04 - $36.32 $99,356 - $112,628
3,101 Added 165.74%
4,972 $172,000
Q3 2022

Nov 14, 2022
BUY
$31.91 - $37.05 $58,522 - $67,949
1,834 Added 4956.76%
1,871 $59,000
Q2 2022

Jul 22, 2022
BUY
$32.29 - $37.71 $1,194 - $1,395
37 New
37 $1,000
Q3 2021

Nov 09, 2021
SELL
$36.89 - $39.03 $37,332 - $39,498
-1,012 Closed
0 $0
Q1 2020

Sep 07, 2021
BUY
$22.24 - $36.32 $22,506 - $36,755
1,012 New
1,012 $25,000

Others Institutions Holding SMMV

# of Institutions
141
Shares Held
5.62M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA SMALL-CAP MIN

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