ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

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

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

Q4 2025
Shares 2,076 Value ($000) $309 Avg Close Range
Q3 2025
Shares 2,121 Value ($000) $309 Avg Close Range
Q2 2025
Shares 2,219 Value ($000) $300 Avg Close Range
Q1 2025
Shares 2,468 Value ($000) $301 Avg Close Range
Q4 2024
Shares 1,472 Value ($000) $190 Avg Close Range
Q3 2024
Shares 1,316 Value ($000) $166 Avg Close Range
Q2 2024
Shares 1,298 Value ($000) $155 Avg Close Range
Q1 2024
Shares 1,297 Value ($000) $149 Avg Close Range
Q4 2023
Shares 1,006 Value ($000) $106 Avg Close Range
Q3 2023
Shares 918 Value ($000) $86 Avg Close Range
Q2 2023
Shares 428 Value ($000) $42 Avg Close Range
Q1 2023
Shares 255 Value ($000) $23 Avg Close Range
Q4 2022
Shares 255 Value ($000) $22 Avg Close Range
Q3 2022
Shares 255 Value ($000) $20 Avg Close Range
Q2 2022
Shares 455 Value ($000) $38 Avg Close Range
Q1 2022
Shares 580 Value ($000) $58 Avg Close Range
Q4 2021
Shares 767 Value ($000) $82 Avg Close Range
Q3 2021
Shares 767 Value ($000) $76 Avg Close Range
Q2 2021
Shares 567 Value ($000) $56 Avg Close Range
Q1 2021
Shares 1,073 Value ($000) $102 Avg Close Range
Q4 2020
Shares 1,397 Value ($000) $71 Avg Close Range
Q3 2020
Shares 312 Value ($000) $23 Avg Close Range
Q2 2020
Shares 312 Value ($000) $21 Avg Close Range
Q1 2020
Shares 312 Value ($000) $17 Avg Close Range
Q4 2019
Shares 312 Value ($000) $22 Avg Close Range
Q3 2019
Shares 312 Value ($000) $20 Avg Close Range
Q2 2019
Shares 312 Value ($000) $20 Avg Close Range
Q1 2019
Shares 312 Value ($000) $19 Avg Close Range
Q4 2018
Shares 312 Value ($000) $16 Avg Close Range
Q3 2018
Shares 320 Value ($000) $20 Avg Close Range