Geneos Wealth Management Inc. Ishares Tr Esg Aware Usd Corpo Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,027 shares of SUSC stock, worth $24,011. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,027

Previous 1,027 -0.0%

Holding current value

$24,011

Previous $23,000 4.35%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$22.43 - $23.23 $23,035 - $23,857	1,027 New	1,027 $23,000
Q1 2022 May 16, 2022	SELL	$24.73 - $27.06 $50,894 - $55,689	-2,058 Closed	0 $0
Q3 2021 Nov 09, 2021	SELL	$27.5 - $28.1 $9,982 - $10,200	-363 Reduced 14.99%	2,058 $56,000
Q2 2021 Jul 08, 2021	SELL	$26.94 - $27.73 $756,933 - $779,129	-28,097 Reduced 92.07%	2,421 $67,000
Q1 2021 Jun 17, 2021	SELL	$26.68 - $28.24 $294,280 - $311,487	-11,030 Reduced 26.55%	30,518 $829,000

Q4 2020 May 19, 2021	BUY	$27.6 - $28.38 $1.11 Million - $1.14 Million	40,220 Added 3028.61%	41,548 $65,000
Q2 2020 Sep 07, 2021	BUY	$25.16 - $27.62 $12,580 - $13,810	500 Added 60.39%	1,328 $36,000
Q3 2018 Sep 07, 2021	BUY	N/A	828 New	828 $20,000

Others Institutions Holding SUSC

# of Institutions

299

Shares Held

45.9M

Call Options Held

Put Options Held

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About ISHARES TR ESG AWARE USD CORPO

Ticker SUSC
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Geneos Wealth Management Inc. Ishares Tr Esg Aware Usd Corpo Transaction History