ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

Geneos Wealth Management Inc.'s Holding History (CIK: 0001764754)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 16,597 Value ($000) $2,273 Avg Close Range
Q3 2025
Shares 19,228 Value ($000) $2,738 Avg Close Range
Q2 2025
Shares 17,818 Value ($000) $2,471 Avg Close Range
Q1 2025
Shares 16,551 Value ($000) $1,948 Avg Close Range
Q4 2024
Shares 16,353 Value ($000) $2,073 Avg Close Range
Q3 2024
Shares 16,538 Value ($000) $1,940 Avg Close Range
Q2 2024
Shares 16,554 Value ($000) $1,827 Avg Close Range
Q1 2024
Shares 16,859 Value ($000) $1,924 Avg Close Range
Q4 2023
Shares 18,914 Value ($000) $1,976 Avg Close Range
Q3 2023
Shares 18,954 Value ($000) $1,731 Avg Close Range
Q2 2023
Shares 17,612 Value ($000) $1,702 Avg Close Range
Q1 2023
Shares 17,656 Value ($000) $1,608 Avg Close Range
Q4 2022
Shares 18,500 Value ($000) $1,547 Avg Close Range
Q3 2022
Shares 18,833 Value ($000) $1,477 Avg Close Range
Q2 2022
Shares 19,178 Value ($000) $1,540 Avg Close Range
Q1 2022
Shares 56,492 Value ($000) $5,677 Avg Close Range
Q4 2021
Shares 56,075 Value ($000) $6,461 Avg Close Range
Q3 2021
Shares 56,939 Value ($000) $6,438 Avg Close Range
Q2 2021
Shares 22,227 Value ($000) $2,526 Avg Close Range
Q1 2021
Shares 24,595 Value ($000) $2,647 Avg Close Range
Q4 2020
Shares 24,665 Value ($000) $2,274 Avg Close Range
Q3 2020
Shares 11,642 Value ($000) $1,967 Avg Close Range
Q2 2020
Shares 12,309 Value ($000) $1,902 Avg Close Range
Q1 2020
Shares 12,651 Value ($000) $1,524 Avg Close Range
Q4 2019
Shares 13,007 Value ($000) $1,992 Avg Close Range
Q3 2019
Shares 12,666 Value ($000) $1,777 Avg Close Range
Q2 2019
Shares 12,924 Value ($000) $1,842 Avg Close Range
Q1 2019
Shares 12,150 Value ($000) $1,648 Avg Close Range
Q4 2018
Shares 12,249 Value ($000) $1,376 Avg Close Range
Q3 2018
Shares 12,196 Value ($000) $1,653 Avg Close Range
Q2 2018
Shares 11,875 Value ($000) $1,504 Avg Close Range
Q1 2018
Shares 12,274 Value ($000) $1,509 Avg Close Range
Q4 2017
Shares 13,082 Value ($000) $1,578 Avg Close Range
Q3 2017
Shares 12,921 Value ($000) $1,462 Avg Close Range
Q2 2017
Shares 13,015 Value ($000) $1,406 Avg Close Range
Q1 2017
Shares 12,618 Value ($000) $1,309 Avg Close Range
Q4 2016
Shares 12,488 Value ($000) $1,216 Avg Close Range
Q3 2016
Shares 11,866 Value ($000) $1,155 Avg Close Range
Q2 2016
Shares 10,775 Value ($000) $1,010 Avg Close Range
Q1 2016
Shares 10,590 Value ($000) $980 Avg Close Range