Geneos Wealth Management Inc. Has $326,000 Stock Holdings in iShares Top 20 U.S. Stocks ETF $TOPT

Geneos Wealth Management Inc. lowered its stake in shares of iShares Top 20 U.S. Stocks ETF (NYSEARCA:TOPTFree Report) by 86.8% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 11,386 shares of the company’s stock after selling 74,712 shares during the period. Geneos Wealth Management Inc.’s holdings in iShares Top 20 U.S. Stocks ETF were worth $326,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of TOPT. Private Wealth Management Group LLC acquired a new position in shares of iShares Top 20 U.S. Stocks ETF in the first quarter worth $35,000. Bank of America Corp DE raised its holdings in shares of iShares Top 20 U.S. Stocks ETF by 843.9% during the third quarter. Bank of America Corp DE now owns 1,935 shares of the company’s stock worth $59,000 after acquiring an additional 1,730 shares in the last quarter. Simplex Trading LLC boosted its position in iShares Top 20 U.S. Stocks ETF by 364.0% during the fourth quarter. Simplex Trading LLC now owns 3,155 shares of the company’s stock valued at $99,000 after purchasing an additional 2,475 shares during the last quarter. Harbour Investments Inc. acquired a new stake in iShares Top 20 U.S. Stocks ETF during the fourth quarter valued at $162,000. Finally, Flagship Harbor Advisors LLC purchased a new position in iShares Top 20 U.S. Stocks ETF in the fourth quarter valued at about $176,000.

iShares Top 20 U.S. Stocks ETF Price Performance

Shares of NYSEARCA TOPT opened at $33.36 on Wednesday. iShares Top 20 U.S. Stocks ETF has a one year low of $27.54 and a one year high of $34.47. The business’s 50-day moving average price is $33.32 and its two-hundred day moving average price is $31.48. The company has a market capitalization of $678.54 million, a P/E ratio of 32.42 and a beta of 1.12.

About iShares Top 20 U.S. Stocks ETF

(Free Report)

The iShares Top 20 U.S. Stocks ETF (TOPT) is an exchange-traded fund that is based on the S&P 500 Top 20 Select index. The fund seeks to mirror the performance of an index comprising the top 20 largest US firms by market-cap in the S&P 500. The companies are weighted by their float-adjusted market-cap TOPT was launched on Oct 23, 2024 and is issued by BlackRock.

Recommended Stories

Want to see what other hedge funds are holding TOPT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Top 20 U.S. Stocks ETF (NYSEARCA:TOPTFree Report).

Institutional Ownership by Quarter for iShares Top 20 U.S. Stocks ETF (NYSEARCA:TOPT)

Receive News & Ratings for iShares Top 20 U.S. Stocks ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Top 20 U.S. Stocks ETF and related companies with MarketBeat.com's FREE daily email newsletter.