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Geneos Wealth Management’s iShares LifePath Retirement ETF IRTR Stock Holding History

Geneos Wealth Management’s Portfolio IRTR Stock Details IRTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$131K Sell
4,400
-800
-15% -$23.8K ﹤0.01% 1144
2025
Q1 		$148K Buy
+5,200
New +$148K ﹤0.01% 1368