Geneos Wealth Management’s ICL Group ICL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.03K	Hold	200	–	–	﹤0.01%	2399
2025 Q4	$1.14K	Hold	200	–	–	﹤0.01%	2395
2025 Q3	$1.25K	Sell	200 -501	-71%	-$3.22K	﹤0.01%	2383
2025 Q2	$4.82K	Buy	701 +301	+75%	+$1.97K	﹤0.01%	2591
2025 Q1	$2.25K	Buy	+400	New	+$2.35K	﹤0.01%	2957
2024 Q4	–	Sell	-200	Closed	-$854	–	2924
2024 Q3	$854	Hold	200	–	–	﹤0.01%	2473
2024 Q2	$868	Hold	200	–	–	﹤0.01%	2000
2024 Q1	$1.06K	Hold	200	–	–	﹤0.01%	2005
2023 Q4	$1.01K	Hold	200	–	–	﹤0.01%	2012
2023 Q3	$1.1K	Hold	200	–	–	﹤0.01%	2018
2023 Q2	$1.09K	Hold	200	–	–	﹤0.01%	2011
2023 Q1	$1.34K	Hold	200	–	–	﹤0.01%	1960
2022 Q4	$1.45K	Hold	200	–	–	﹤0.01%	1922
2022 Q3	$1K	Hold	200	–	–	﹤0.01%	1934
2022 Q2	$1K	Buy	200 +16	+9%	+$177	﹤0.01%	2499
2022 Q1	$2K	Buy	+184	New	+$1.95K	﹤0.01%	2546

Other funds holding ICL

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.43B AUM 44.68% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return