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Geneos Wealth Management’s iShares LifePath Target Date 2045 ETF ITDE Stock Holding History

Geneos Wealth Management’s Portfolio ITDE Stock Details ITDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.8K Hold
1,250
– – ﹤0.01% 1472
2025
Q4 		$45.3K Hold
1,250
– – ﹤0.01% 1433
2025
Q3 		$44.9K Hold
1,250
– – ﹤0.01% 1426
2025
Q2 		$42K Sell
1,250
-950
-43% -$29.9K ﹤0.01% 1668
2025
Q1 		$67.6K Buy
+2,200
New +$69.2K ﹤0.01% 1760

Other funds holding ITDE

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $880M AUM 15.4% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return