ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 76,996 Value ($000) $9,253 Avg Close Range
Q3 2025
Shares 71,182 Value ($000) $8,459 Avg Close Range
Q2 2025
Shares 72,684 Value ($000) $7,944 Avg Close Range
Q1 2025
Shares 76,800 Value ($000) $8,046 Avg Close Range
Q4 2024
Shares 59,672 Value ($000) $6,875 Avg Close Range
Q3 2024
Shares 63,085 Value ($000) $7,378 Avg Close Range
Q2 2024
Shares 65,348 Value ($000) $6,970 Avg Close Range
Q1 2024
Shares 214,500 Value ($000) $23,707 Avg Close Range
Q4 2023
Shares 223,602 Value ($000) $24,205 Avg Close Range
Q3 2023
Shares 214,809 Value ($000) $20,263 Avg Close Range
Q2 2023
Shares 211,581 Value ($000) $21,084 Avg Close Range
Q1 2023
Shares 216,038 Value ($000) $20,891 Avg Close Range
Q4 2022
Shares 413,626 Value ($000) $39,146 Avg Close Range
Q3 2022
Shares 400,857 Value ($000) $34,950 Avg Close Range
Q2 2022
Shares 413,549 Value ($000) $38,575 Avg Close Range
Q1 2022
Shares 423,013 Value ($000) $45,634 Avg Close Range
Q4 2021
Shares 450,771 Value ($000) $51,636 Avg Close Range
Q3 2021
Shares 466,996 Value ($000) $51,994 Avg Close Range
Q2 2021
Shares 459,099 Value ($000) $51,652 Avg Close Range
Q1 2021
Shares 505,097 Value ($000) $55,831 Avg Close Range
Q4 2020
Shares 548,186 Value ($000) $47,954 Avg Close Range
Q3 2020
Shares 490,672 Value ($000) $33,627 Avg Close Range
Q2 2020
Shares 463,530 Value ($000) $29,962 Avg Close Range
Q1 2020
Shares 409,503 Value ($000) $22,493 Avg Close Range
Q4 2019
Shares 404,416 Value ($000) $33,829 Avg Close Range
Q3 2019
Shares 389,179 Value ($000) $30,266 Avg Close Range
Q2 2019
Shares 342,097 Value ($000) $26,779 Avg Close Range
Q1 2019
Shares 322,121 Value ($000) $24,851 Avg Close Range
Q4 2018
Shares 291,400 Value ($000) $20,254 Avg Close Range
Q3 2018
Shares 230,217 Value ($000) $20,095 Avg Close Range
Q2 2018
Shares 164,862 Value ($000) $13,794 Avg Close Range
Q1 2018
Shares 114,395 Value ($000) $8,766 Avg Close Range
Q4 2017
Shares 126,189 Value ($000) $9,704 Avg Close Range
Q3 2017
Shares 69,498 Value ($000) $5,158 Avg Close Range
Q2 2017
Shares 98,505 Value ($000) $6,906 Avg Close Range
Q1 2017
Shares 201,069 Value ($000) $13,904 Avg Close Range
Q4 2016
Shares 35,350 Value ($000) $4,861 Avg Close Range
Q3 2016
Shares 23,702 Value ($000) $2,942 Avg Close Range
Q2 2016
Shares 19,617 Value ($000) $2,283 Avg Close Range
Q1 2016
Shares 8,903 Value ($000) $1,004 Avg Close Range