Geneos Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $113K | Buy |
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|
2025
Q2 | $57K | Sell |
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|
2025
Q1 | $73.7K | Buy |
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|
2024
Q4 | $57.9K | Hold |
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|
2024
Q3 | $60.2K | Buy |
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|
2024
Q2 | $42.1K | Sell |
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|
2024
Q1 | $50.2K | Sell |
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|
2023
Q4 | $51.7K | Hold |
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|
2023
Q3 | $48.5K | Buy |
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|
2023
Q2 | $20.4K | Sell |
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|
2023
Q1 | $72.8K | Sell |
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|
2022
Q4 | $113K | Sell |
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|
2022
Q3 | $127K | Sell |
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|
2022
Q2 | $802K | Sell |
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|
2022
Q1 | $958K | Sell |
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|
2021
Q4 | $5.26M | Buy |
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|
2021
Q3 | $5.07M | Buy |
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|
2021
Q2 | $5.05M | Sell |
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|
2021
Q1 | $5.25M | Buy |
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|
2020
Q4 | $4.78M | Buy |
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|
2020
Q3 | $4.16M | Buy |
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|
2020
Q2 | $3.77M | Buy |
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|
2020
Q1 | $3.38M | Buy |
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|
2019
Q4 | $3.67M | Buy |
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|
2019
Q3 | $3.39M | Sell |
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|
2019
Q2 | $3.38M | Buy |
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|
2019
Q1 | $3.16M | Sell |
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|
2018
Q4 | $2.97M | Buy |
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|
2018
Q3 | $3.08M | Buy |
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|
2018
Q2 | $2.87M | Buy |
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|
2018
Q1 | $2.65M | Buy |
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|
2017
Q4 | $2.5M | Buy |
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|
2017
Q3 | $2.18M | Buy |
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|
2017
Q2 | $302K | Buy |
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|
2017
Q1 | $246K | Buy |
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|
2016
Q4 | $238K | Buy |
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|
2016
Q3 | $226K | Buy |
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|
2016
Q2 | $168K | Buy |
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|
2016
Q1 | $160K | Buy |
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