ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 41,254 Value ($000) $10,155 Avg Close Range
Q3 2025
Shares 39,267 Value ($000) $9,501 Avg Close Range
Q2 2025
Shares 34,958 Value ($000) $7,544 Avg Close Range
Q1 2025
Shares 31,572 Value ($000) $6,298 Avg Close Range
Q4 2024
Shares 29,652 Value ($000) $6,552 Avg Close Range
Q3 2024
Shares 29,402 Value ($000) $6,495 Avg Close Range
Q2 2024
Shares 28,442 Value ($000) $5,771 Avg Close Range
Q1 2024
Shares 28,533 Value ($000) $6,000 Avg Close Range
Q4 2023
Shares 28,905 Value ($000) $5,801 Avg Close Range
Q3 2023
Shares 43,991 Value ($000) $7,775 Avg Close Range
Q2 2023
Shares 56,940 Value ($000) $10,663 Avg Close Range
Q1 2023
Shares 50,444 Value ($000) $8,999 Avg Close Range
Q4 2022
Shares 63,209 Value ($000) $11,021 Avg Close Range
Q3 2022
Shares 19,174 Value ($000) $3,162 Avg Close Range
Q2 2022
Shares 20,698 Value ($000) $3,547 Avg Close Range
Q1 2022
Shares 21,515 Value ($000) $4,416 Avg Close Range
Q4 2021
Shares 36,597 Value ($000) $8,141 Avg Close Range
Q3 2021
Shares 42,568 Value ($000) $9,462 Avg Close Range
Q2 2021
Shares 46,007 Value ($000) $10,544 Avg Close Range
Q1 2021
Shares 52,890 Value ($000) $11,894 Avg Close Range
Q4 2020
Shares 53,992 Value ($000) $11,155 Avg Close Range
Q3 2020
Shares 26,152 Value ($000) $3,828 Avg Close Range
Q2 2020
Shares 25,936 Value ($000) $3,544 Avg Close Range
Q1 2020
Shares 25,056 Value ($000) $2,820 Avg Close Range
Q4 2019
Shares 37,947 Value ($000) $6,294 Avg Close Range
Q3 2019
Shares 36,917 Value ($000) $5,580 Avg Close Range
Q2 2019
Shares 35,358 Value ($000) $5,498 Avg Close Range
Q1 2019
Shares 41,489 Value ($000) $6,348 Avg Close Range
Q4 2018
Shares 51,124 Value ($000) $6,800 Avg Close Range
Q3 2018
Shares 40,144 Value ($000) $6,771 Avg Close Range
Q2 2018
Shares 23,965 Value ($000) $3,924 Avg Close Range
Q1 2018
Shares 22,886 Value ($000) $3,474 Avg Close Range
Q4 2017
Shares 36,594 Value ($000) $5,579 Avg Close Range
Q3 2017
Shares 37,739 Value ($000) $5,592 Avg Close Range
Q2 2017
Shares 38,721 Value ($000) $5,456 Avg Close Range
Q1 2017
Shares 37,441 Value ($000) $5,147 Avg Close Range
Q4 2016
Shares 24,282 Value ($000) $3,274 Avg Close Range
Q3 2016
Shares 28,491 Value ($000) $3,538 Avg Close Range
Q2 2016
Shares 36,444 Value ($000) $4,205 Avg Close Range
Q1 2016
Shares 41,434 Value ($000) $4,604 Avg Close Range