Geneos Wealth Management’s iShares Global 100 ETF IOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.51M | Buy |
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|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $623K | Buy |
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|
2024
Q3 | $573K | Buy |
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|
2024
Q2 | $438K | Buy |
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|
2024
Q1 | $375K | Buy |
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|
2023
Q4 | $229K | Buy |
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|
2023
Q3 | $135K | Buy |
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|
2023
Q2 | $128K | Hold |
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|
2023
Q1 | $118K | Hold |
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|
2022
Q4 | $108K | Hold |
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|
2022
Q3 | $99K | Sell |
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|
2022
Q2 | $134K | Hold |
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|
2022
Q1 | $158K | Sell |
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|
2021
Q4 | $172K | Hold |
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|
2021
Q3 | $158K | Hold |
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|
2021
Q2 | $158K | Hold |
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|
2021
Q1 | $152K | Hold |
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|
2020
Q4 | $145K | Hold |
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|
2020
Q3 | $122K | Hold |
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|
2020
Q2 | $113K | Hold |
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|
2020
Q1 | $96K | Hold |
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|
2019
Q4 | $119K | Buy |
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|
2019
Q3 | $98K | Hold |
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|
2019
Q2 | $98K | Hold |
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|
2019
Q1 | $95K | Hold |
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|
2018
Q4 | $84K | Hold |
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|
2018
Q3 | $98K | Hold |
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|
2018
Q2 | $92K | Hold |
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|
2018
Q1 | $91K | Hold |
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|
2017
Q4 | $92K | Hold |
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|
2017
Q3 | $88K | Hold |
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|
2017
Q2 | $84K | Sell |
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|
2017
Q1 | $104K | Buy |
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|
2016
Q4 | $84K | Hold |
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|
2016
Q3 | $82K | Hold |
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|
2016
Q2 | $78K | Hold |
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|
2016
Q1 | $78K | Buy |
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