Geneos Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42K | Sell |
16
-16
| -50% | -$1.42K | ﹤0.01% | 2897 |
|
|
2025
Q1 | $3.03K | Buy |
32
+16
| +100% | +$1.51K | ﹤0.01% | 2884 |
|
|
2024
Q4 | $1.43K | Buy |
+16
| New | +$1.43K | ﹤0.01% | 2684 |
|
|
2023
Q3 | – | Sell |
-190
| Closed | -$16.1K | – | 2120 |
|
|
2023
Q2 | $16.1K | Hold |
190
| – | – | ﹤0.01% | 1440 |
|
|
2023
Q1 | $16.3K | Hold |
190
| – | – | ﹤0.01% | 1405 |
|
|
2022
Q4 | $17.6K | Buy |
190
+166
| +692% | +$15.4K | ﹤0.01% | 1365 |
|
|
2022
Q3 | $1K | Sell |
24
-41
| -63% | -$1.71K | ﹤0.01% | 1934 |
|
|
2022
Q2 | $5K | Hold |
65
| – | – | ﹤0.01% | 2182 |
|
|
2022
Q1 | $5K | Hold |
65
| – | – | ﹤0.01% | 2335 |
|
|
2021
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 2523 |
|
|
2021
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 2571 |
|
|
2021
Q2 | $3K | Sell |
65
-149
| -70% | -$6.88K | ﹤0.01% | 2577 |
|
|
2021
Q1 | $10K | Hold |
214
| – | – | ﹤0.01% | 2379 |
|
|
2020
Q4 | $3K | Buy |
214
+149
| +229% | +$2.09K | ﹤0.01% | 2619 |
|
|
2020
Q3 | $1K | Hold |
65
| – | – | ﹤0.01% | 2528 |
|
|
2020
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 2356 |
|
|
2020
Q1 | $1K | Hold |
65
| – | – | ﹤0.01% | 2377 |
|
|
2019
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 2302 |
|
|
2019
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 2228 |
|
|
2019
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 2230 |
|
|
2019
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 2154 |
|
|
2018
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 2114 |
|
|
2018
Q3 | $4K | Hold |
65
| – | – | ﹤0.01% | 2111 |
|
|
2018
Q2 | $4K | Hold |
65
| – | – | ﹤0.01% | 1974 |
|
|
2018
Q1 | $4K | Sell |
65
-420
| -87% | -$25.8K | ﹤0.01% | 1899 |
|
|
2017
Q4 | $31K | Hold |
485
| – | – | ﹤0.01% | 1216 |
|
|
2017
Q3 | $28K | Hold |
485
| – | – | ﹤0.01% | 1196 |
|
|
2017
Q2 | $26K | Hold |
485
| – | – | ﹤0.01% | 1176 |
|
|
2017
Q1 | $29K | Buy |
485
+20
| +4% | +$1.2K | ﹤0.01% | 1097 |
|
|
2016
Q4 | $30K | Hold |
465
| – | – | ﹤0.01% | 1021 |
|
|
2016
Q3 | $28K | Sell |
465
-216
| -32% | -$13K | ﹤0.01% | 1013 |
|
|
2016
Q2 | $39K | Hold |
681
| – | – | 0.01% | 894 |
|
|
2016
Q1 | $34K | Buy |
+681
| New | +$34K | 0.01% | 920 |
|