ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

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

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

Q4 2025
Shares 22,390 Value ($000) $4,471 Avg Close — Range —
Q3 2025
Shares 22,586 Value ($000) $4,424 Avg Close — Range —
Q2 2025
Shares 22,501 Value ($000) $3,899 Avg Close — Range —
Q1 2025
Shares 23,256 Value ($000) $3,266 Avg Close — Range —
Q4 2024
Shares 10,112 Value ($000) $1,613 Avg Close — Range —
Q3 2024
Shares 9,993 Value ($000) $1,515 Avg Close — Range —
Q2 2024
Shares 9,836 Value ($000) $1,480 Avg Close — Range —
Q1 2024
Shares 9,761 Value ($000) $1,318 Avg Close — Range —
Q4 2023
Shares 9,949 Value ($000) $1,221 Avg Close — Range —
Q3 2023
Shares 10,353 Value ($000) $1,086 Avg Close — Range —
Q2 2023
Shares 10,044 Value ($000) $1,093 Avg Close — Range —
Q1 2023
Shares 9,613 Value ($000) $892 Avg Close — Range —
Q4 2022
Shares 10,762 Value ($000) $802 Avg Close — Range —
Q3 2022
Shares 10,762 Value ($000) $789 Avg Close — Range —
Q2 2022
Shares 13,869 Value ($000) $1,108 Avg Close — Range —
Q1 2022
Shares 14,367 Value ($000) $1,480 Avg Close — Range —
Q4 2021
Shares 20,015 Value ($000) $2,298 Avg Close — Range —
Q3 2021
Shares 20,129 Value ($000) $2,064 Avg Close — Range —
Q2 2021
Shares 20,772 Value ($000) $2,093 Avg Close — Range —
Q1 2021
Shares 21,391 Value ($000) $1,990 Avg Close — Range —
Q4 2020
Shares 21,953 Value ($000) $1,903 Avg Close — Range —
Q3 2020
Shares 6,150 Value ($000) $1,810 Avg Close — Range —
Q2 2020
Shares 5,888 Value ($000) $1,549 Avg Close — Range —
Q1 2020
Shares 5,191 Value ($000) $1,033 Avg Close — Range —
Q4 2019
Shares 4,850 Value ($000) $1,133 Avg Close — Range —
Q3 2019
Shares 4,785 Value ($000) $968 Avg Close — Range —
Q2 2019
Shares 4,938 Value ($000) $977 Avg Close — Range —
Q1 2019
Shares 5,011 Value ($000) $955 Avg Close — Range —
Q4 2018
Shares 5,349 Value ($000) $849 Avg Close — Range —
Q3 2018
Shares 5,468 Value ($000) $1,060 Avg Close — Range —
Q2 2018
Shares 5,282 Value ($000) $941 Avg Close — Range —
Q1 2018
Shares 5,399 Value ($000) $908 Avg Close — Range —
Q4 2017
Shares 10,650 Value ($000) $1,733 Avg Close — Range —
Q3 2017
Shares 4,813 Value ($000) $721 Avg Close — Range —
Q2 2017
Shares 4,643 Value ($000) $648 Avg Close — Range —
Q1 2017
Shares 4,526 Value ($000) $607 Avg Close — Range —
Q4 2016
Shares 10,693 Value ($000) $1,285 Avg Close — Range —
Q3 2016
Shares 9,668 Value ($000) $1,150 Avg Close — Range —
Q2 2016
Shares 4,722 Value ($000) $497 Avg Close — Range —
Q1 2016
Shares 4,722 Value ($000) $516 Avg Close — Range —