ISHARES TR

Ticker: IYR CUSIP: 464287739 Class: U.S. REAL ES ETF

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

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

Q4 2025
Shares 5,275 Value ($000) $495 Avg Close — Range —
Q3 2025
Shares 5,275 Value ($000) $512 Avg Close — Range —
Q2 2025
Shares 5,275 Value ($000) $500 Avg Close — Range —
Q1 2025
Shares 6,163 Value ($000) $590 Avg Close — Range —
Q4 2024
Shares 4,650 Value ($000) $433 Avg Close — Range —
Q3 2024
Shares 5,168 Value ($000) $526 Avg Close — Range —
Q2 2024
Shares 5,168 Value ($000) $453 Avg Close — Range —
Q1 2024
Shares 59,262 Value ($000) $5,328 Avg Close — Range —
Q4 2023
Shares 56,339 Value ($000) $5,150 Avg Close — Range —
Q3 2023
Shares 56,058 Value ($000) $4,380 Avg Close — Range —
Q2 2023
Shares 54,911 Value ($000) $4,752 Avg Close — Range —
Q1 2023
Shares 53,905 Value ($000) $4,577 Avg Close — Range —
Q4 2022
Shares 52,942 Value ($000) $4,457 Avg Close — Range —
Q3 2022
Shares 50,565 Value ($000) $4,117 Avg Close — Range —
Q2 2022
Shares 47,415 Value ($000) $4,443 Avg Close — Range —
Q1 2022
Shares 51,885 Value ($000) $5,615 Avg Close — Range —
Q4 2021
Shares 50,977 Value ($000) $5,920 Avg Close — Range —
Q3 2021
Shares 49,157 Value ($000) $5,103 Avg Close — Range —
Q2 2021
Shares 47,517 Value ($000) $4,879 Avg Close — Range —
Q1 2021
Shares 47,452 Value ($000) $4,706 Avg Close — Range —
Q4 2020
Shares 46,940 Value ($000) $4,350 Avg Close — Range —
Q3 2020
Shares 43,071 Value ($000) $3,385 Avg Close — Range —
Q2 2020
Shares 41,251 Value ($000) $3,155 Avg Close — Range —
Q1 2020
Shares 39,865 Value ($000) $2,798 Avg Close — Range —
Q4 2019
Shares 38,133 Value ($000) $3,526 Avg Close — Range —
Q3 2019
Shares 37,400 Value ($000) $3,485 Avg Close — Range —
Q2 2019
Shares 34,052 Value ($000) $2,973 Avg Close — Range —
Q1 2019
Shares 34,002 Value ($000) $2,959 Avg Close — Range —
Q4 2018
Shares 30,626 Value ($000) $2,288 Avg Close — Range —
Q3 2018
Shares 28,439 Value ($000) $2,275 Avg Close — Range —
Q2 2018
Shares 24,202 Value ($000) $1,950 Avg Close — Range —
Q1 2018
Shares 21,447 Value ($000) $1,618 Avg Close — Range —
Q4 2017
Shares 15,944 Value ($000) $1,291 Avg Close — Range —
Q3 2017
Shares 9,918 Value ($000) $792 Avg Close — Range —
Q2 2017
Shares 7,626 Value ($000) $608 Avg Close — Range —
Q1 2017
Shares 7,530 Value ($000) $591 Avg Close — Range —
Q4 2016
Shares 7,619 Value ($000) $586 Avg Close — Range —
Q3 2016
Shares 7,754 Value ($000) $625 Avg Close — Range —
Q2 2016
Shares 7,766 Value ($000) $639 Avg Close — Range —
Q1 2016
Shares 7,758 Value ($000) $604 Avg Close — Range —