Geneos Wealth Management’s iShares US Insurance ETF IAK Stock Holding History

Geneos Wealth Management’s Portfolio IAK Stock Details IAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.32M	Sell	9,829 -33,139	-77%	-$4.46M	0.03%	460
2025 Q1	$5.92M	Buy	42,968 +32,899	+327%	+$4.53M	0.09%	278
2024 Q4	$1.27M	Sell	10,069 -480	-5%	-$60.7K	0.04%	363
2024 Q3	$1.36M	Buy	10,549 +7	+0.1%	+$903	0.05%	340
2024 Q2	$1.19M	Sell	10,542 -281	-3%	-$31.7K	0.05%	332
2024 Q1	$1.27M	Buy	10,823 +9,889	+1,059%	+$1.16M	0.06%	316
2023 Q4	$93.5K	Buy	934 +734	+367%	+$73.5K	﹤0.01%	858
2023 Q3	$18.3K	Hold	200	–	–	﹤0.01%	1404
2023 Q2	$17.6K	Hold	200	–	–	﹤0.01%	1422
2023 Q1	$17.1K	Hold	200	–	–	﹤0.01%	1393
2022 Q4	$18.3K	Hold	200	–	–	﹤0.01%	1355
2022 Q3	$15K	Hold	200	–	–	﹤0.01%	1414
2022 Q2	$16K	Hold	200	–	–	﹤0.01%	1779
2022 Q1	$18K	Hold	200	–	–	﹤0.01%	1854
2021 Q4	$16K	Hold	200	–	–	﹤0.01%	1992
2021 Q3	$15K	Hold	200	–	–	﹤0.01%	2059
2021 Q2	$15K	Hold	200	–	–	﹤0.01%	2048
2021 Q1	$15K	Hold	200	–	–	﹤0.01%	2204
2020 Q4	$14K	Hold	200	–	–	﹤0.01%	2079
2020 Q3	$10K	Hold	200	–	–	﹤0.01%	1943
2020 Q2	$10K	Hold	200	–	–	﹤0.01%	1911
2020 Q1	$9K	Sell	200 -200	-50%	-$9K	﹤0.01%	1853
2019 Q4	$28K	Sell	400 -300	-43%	-$21K	﹤0.01%	1537
2019 Q3	$50K	Hold	700	–	–	﹤0.01%	1178
2019 Q2	$49K	Hold	700	–	–	﹤0.01%	1199
2019 Q1	$44K	Sell	700 -22	-3%	-$1.38K	﹤0.01%	1207
2018 Q4	$41K	Sell	722 -407	-36%	-$23.1K	﹤0.01%	1192
2018 Q3	$74K	Buy	1,129 +500	+79%	+$32.8K	﹤0.01%	994
2018 Q2	$38K	Sell	629 -636	-50%	-$38.4K	﹤0.01%	1172
2018 Q1	$81K	Buy	1,265 +565	+81%	+$36.2K	0.01%	823
2017 Q4	$46K	Hold	700	–	–	﹤0.01%	1037
2017 Q3	$44K	Hold	700	–	–	﹤0.01%	1006
2017 Q2	$43K	Hold	700	–	–	﹤0.01%	980
2017 Q1	$42K	Hold	700	–	–	﹤0.01%	949
2016 Q4	$41K	Hold	700	–	–	0.01%	912
2016 Q3	$37K	Hold	700	–	–	0.01%	921
2016 Q2	$35K	Hold	700	–	–	0.01%	924
2016 Q1	$35K	Buy	+700	New	+$35K	0.01%	913