ISHARES U S ETF TR

Ticker: NEAR CUSIP: 46431W507 Class: BLACKROCK ST MAT

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

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

Q4 2025
Shares 2,293 Value ($000) $117 Avg Close — Range —
Q3 2025
Shares 2,062 Value ($000) $106 Avg Close — Range —
Q2 2025
Shares 2,846 Value ($000) $145 Avg Close — Range —
Q1 2025
Shares 3,497 Value ($000) $178 Avg Close — Range —
Q4 2024
Shares 359 Value ($000) $18 Avg Close — Range —
Q3 2024
Shares 359 Value ($000) $18 Avg Close — Range —
Q2 2024
Shares 359 Value ($000) $18 Avg Close — Range —
Q1 2024
Shares 4,285 Value ($000) $216 Avg Close — Range —
Q4 2023
Shares 6,893 Value ($000) $348 Avg Close — Range —
Q3 2023
Shares 3,828 Value ($000) $191 Avg Close — Range —
Q2 2023
Shares 359 Value ($000) $18 Avg Close — Range —
Q1 2023
Shares 359 Value ($000) $18 Avg Close — Range —
Q4 2022
Shares 359 Value ($000) $18 Avg Close — Range —
Q3 2022
Shares 359 Value ($000) $17 Avg Close — Range —
Q2 2022
Shares 23,107 Value ($000) $1,137 Avg Close — Range —
Q1 2022
Shares 2,187 Value ($000) $108 Avg Close — Range —
Q4 2021
Shares 2,187 Value ($000) $109 Avg Close — Range —
Q3 2021
Shares 5,941 Value ($000) $297 Avg Close — Range —
Q2 2021
Shares 549,725 Value ($000) $27,560 Avg Close — Range —
Q1 2021
Shares 544,472 Value ($000) $27,321 Avg Close — Range —
Q4 2020
Shares 558,167 Value ($000) $28,006 Avg Close — Range —
Q3 2020
Shares 443,763 Value ($000) $22,241 Avg Close — Range —
Q2 2020
Shares 447,346 Value ($000) $22,362 Avg Close — Range —
Q1 2020
Shares 492,704 Value ($000) $23,743 Avg Close — Range —
Q4 2019
Shares 597,709 Value ($000) $30,028 Avg Close — Range —
Q3 2019
Shares 664,392 Value ($000) $33,445 Avg Close — Range —
Q2 2019
Shares 602,607 Value ($000) $30,329 Avg Close — Range —
Q1 2019
Shares 269,392 Value ($000) $13,534 Avg Close — Range —
Q4 2018
Shares 236,663 Value ($000) $11,802 Avg Close — Range —
Q3 2018
Shares 92,222 Value ($000) $4,934 Avg Close — Range —
Q2 2018
Shares 35,558 Value ($000) $1,783 Avg Close — Range —
Q1 2018
Shares 41 Value ($000) $2 Avg Close — Range —
Q4 2017
Shares 41 Value ($000) $2 Avg Close — Range —
Q3 2017
Shares 41 Value ($000) $2 Avg Close — Range —