Geneos Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $164K | Buy |
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|
2025
Q2 | $132K | Sell |
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|
2025
Q1 | $216K | Buy |
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|
2024
Q4 | $108K | Buy |
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|
2024
Q3 | $100K | Hold |
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|
2024
Q2 | $95.3K | Hold |
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|
2024
Q1 | $94.2K | Buy |
|
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|
2023
Q4 | $83.1K | Buy |
|
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|
2023
Q3 | $67.1K | Buy |
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|
2023
Q2 | $63K | Sell |
|
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|
2023
Q1 | $96.5K | Buy |
|
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|
2022
Q4 | $33.9K | Hold |
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|
2022
Q3 | $32K | Sell |
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|
2022
Q2 | $551K | Buy |
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|
2022
Q1 | $586K | Sell |
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|
2021
Q4 | $722K | Buy |
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|
2021
Q3 | $654K | Sell |
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|
2021
Q2 | $663K | Sell |
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|
2021
Q1 | $742K | Sell |
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|
2020
Q4 | $648K | Buy |
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|
2020
Q3 | $505K | Sell |
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|
2020
Q2 | $505K | Buy |
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|
2020
Q1 | $438K | Buy |
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|
2019
Q4 | $486K | Buy |
|
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|
2019
Q3 | $200K | Sell |
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|
2019
Q2 | $201K | Buy |
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|
2019
Q1 | $194K | Buy |
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|
2018
Q4 | $125K | Sell |
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|
2018
Q3 | $167K | Buy |
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|
2018
Q2 | $134K | Buy |
|
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|
2018
Q1 | $122K | Sell |
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|
2017
Q4 | $149K | Sell |
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|
2017
Q3 | $155K | Sell |
|
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|
2017
Q2 | $152K | Buy |
|
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|
2017
Q1 | $141K | Sell |
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|
2016
Q4 | $202K | Buy |
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|
2016
Q3 | $197K | Buy |
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|
2016
Q2 | $190K | Buy |
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|
2016
Q1 | $150K | Buy |
|