Geneos Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$52.3K	Sell	798 -798	-50%	-$52.3K	﹤0.01%	1546
2025 Q1	$113K	Buy	1,596 +798	+100%	+$56.3K	﹤0.01%	1508
2024 Q4	$52.4K	Hold	798	–	–	﹤0.01%	1296
2024 Q3	$56.3K	Hold	798	–	–	﹤0.01%	1161
2024 Q2	$52.9K	Hold	798	–	–	﹤0.01%	1049
2024 Q1	$54.2K	Buy	798 +159	+25%	+$10.8K	﹤0.01%	1035
2023 Q4	$39.5K	Hold	639	–	–	﹤0.01%	1134
2023 Q3	$37.7K	Hold	639	–	–	﹤0.01%	1160
2023 Q2	$38.2K	Hold	639	–	–	﹤0.01%	1162
2023 Q1	$37.3K	Hold	639	–	–	﹤0.01%	1162
2022 Q4	$39.6K	Hold	639	–	–	﹤0.01%	1125
2022 Q3	$36K	Sell	639 -3	-0.5%	-$169	﹤0.01%	1131
2022 Q2	$41K	Hold	642	–	–	﹤0.01%	1371
2022 Q1	$41K	Sell	642 -459	-42%	-$29.3K	﹤0.01%	1467
2021 Q4	$73K	Hold	1,101	–	–	﹤0.01%	1305
2021 Q3	$67K	Hold	1,101	–	–	﹤0.01%	1348
2021 Q2	$69K	Sell	1,101 -9	-0.8%	-$564	﹤0.01%	1332
2021 Q1	$66K	Buy	1,110 +6	+0.5%	+$357	﹤0.01%	1486
2020 Q4	$65K	Buy	1,104 +3	+0.3%	+$177	﹤0.01%	1325
2020 Q3	$59K	Hold	1,101	–	–	﹤0.01%	1177
2020 Q2	$55K	Hold	1,101	–	–	﹤0.01%	1174
2020 Q1	$47K	Hold	1,101	–	–	﹤0.01%	1137
2019 Q4	$58K	Buy	1,101 +639	+138%	+$33.7K	﹤0.01%	1176
2019 Q3	$21K	Hold	462	–	–	﹤0.01%	1576
2019 Q2	$23K	Hold	462	–	–	﹤0.01%	1562
2019 Q1	$23K	Hold	462	–	–	﹤0.01%	1502
2018 Q4	$21K	Hold	462	–	–	﹤0.01%	1487
2018 Q3	$25K	Hold	462	–	–	﹤0.01%	1478
2018 Q2	$23K	Hold	462	–	–	﹤0.01%	1387
2018 Q1	$22K	Hold	462	–	–	﹤0.01%	1348
2017 Q4	$23K	Hold	462	–	–	﹤0.01%	1328
2017 Q3	$24K	Buy	+462	New	+$24K	﹤0.01%	1253
2017 Q2	–	Sell	-192	Closed	-$9K	–	2103
2017 Q1	$9K	Hold	192	–	–	﹤0.01%	1520
2016 Q4	$9K	Buy	192 +150	+357%	+$7.03K	﹤0.01%	1460
2016 Q3	$2K	Hold	42	–	–	﹤0.01%	1783
2016 Q2	$2K	Hold	42	–	–	﹤0.01%	1684
2016 Q1	$1K	Buy	+42	New	+$1K	﹤0.01%	1728