ISHARES TR

Ticker: IYM CUSIP: 464287838 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 3,276 Value ($000) $504 Avg Close — Range —
Q3 2025
Shares 3,516 Value ($000) $521 Avg Close — Range —
Q2 2025
Shares 3,516 Value ($000) $492 Avg Close — Range —
Q1 2025
Shares 3,516 Value ($000) $474 Avg Close — Range —
Q4 2024
Shares 1,538 Value ($000) $200 Avg Close — Range —
Q3 2024
Shares 1,228 Value ($000) $184 Avg Close — Range —
Q2 2024
Shares 1,312 Value ($000) $184 Avg Close — Range —
Q1 2024
Shares 1,412 Value ($000) $209 Avg Close — Range —
Q4 2023
Shares 1,412 Value ($000) $195 Avg Close — Range —
Q3 2023
Shares 1,412 Value ($000) $178 Avg Close — Range —
Q2 2023
Shares 1,412 Value ($000) $188 Avg Close — Range —
Q1 2023
Shares 1,412 Value ($000) $187 Avg Close — Range —
Q4 2022
Shares 1,412 Value ($000) $176 Avg Close — Range —
Q3 2022
Shares 1,581 Value ($000) $171 Avg Close — Range —
Q2 2022
Shares 3,996 Value ($000) $471 Avg Close — Range —
Q1 2022
Shares 1,895 Value ($000) $283 Avg Close — Range —
Q4 2021
Shares 1,857 Value ($000) $260 Avg Close — Range —
Q3 2021
Shares 1,857 Value ($000) $234 Avg Close — Range —
Q2 2021
Shares 2,283 Value ($000) $300 Avg Close — Range —
Q1 2021
Shares 2,291 Value ($000) $300 Avg Close — Range —
Q4 2020
Shares 2,291 Value ($000) $290 Avg Close — Range —
Q3 2020
Shares 2,283 Value ($000) $220 Avg Close — Range —
Q2 2020
Shares 2,283 Value ($000) $196 Avg Close — Range —
Q1 2020
Shares 2,199 Value ($000) $149 Avg Close — Range —
Q4 2019
Shares 2,505 Value ($000) $244 Avg Close — Range —
Q3 2019
Shares 2,505 Value ($000) $229 Avg Close — Range —
Q2 2019
Shares 2,505 Value ($000) $238 Avg Close — Range —
Q1 2019
Shares 2,505 Value ($000) $229 Avg Close — Range —
Q4 2018
Shares 2,505 Value ($000) $208 Avg Close — Range —
Q3 2018
Shares 2,650 Value ($000) $260 Avg Close — Range —
Q2 2018
Shares 2,650 Value ($000) $262 Avg Close — Range —
Q1 2018
Shares 2,650 Value ($000) $254 Avg Close — Range —
Q4 2017
Shares 2,910 Value ($000) $297 Avg Close — Range —
Q3 2017
Shares 2,540 Value ($000) $243 Avg Close — Range —
Q2 2017
Shares 2,634 Value ($000) $235 Avg Close — Range —
Q1 2017
Shares 2,915 Value ($000) $259 Avg Close — Range —
Q4 2016
Shares 3,410 Value ($000) $283 Avg Close — Range —
Q3 2016
Shares 3,450 Value ($000) $272 Avg Close — Range —
Q2 2016
Shares 11,874 Value ($000) $904 Avg Close — Range —
Q1 2016
Shares 2,640 Value ($000) $195 Avg Close — Range —