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

Geneos Wealth Management Inc. lessened its position in iShares Top 20 U.S. Stocks ETF (NYSEARCA:TOPT) by 86.8% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 11,386 shares of the company’s stock after selling 74,712 shares during the quarter. Geneos Wealth Management Inc. owned approximately 0.06% of iShares Top 20 U.S. Stocks ETF worth $326,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in TOPT. Savvy Advisors Inc. acquired a new stake in iShares Top 20 U.S. Stocks ETF during the 4th quarter valued at $691,000. Clear Creek Financial Management LLC boosted its position in shares of iShares Top 20 U.S. Stocks ETF by 70.2% in the fourth quarter. Clear Creek Financial Management LLC now owns 107,486 shares of the company’s stock worth $3,357,000 after buying an additional 44,318 shares during the period. Core Wealth Partners LLC boosted its position in shares of iShares Top 20 U.S. Stocks ETF by 211.0% in the fourth quarter. Core Wealth Partners LLC now owns 35,199 shares of the company’s stock worth $1,099,000 after buying an additional 23,882 shares during the period. HighTower Advisors LLC grew its holdings in shares of iShares Top 20 U.S. Stocks ETF by 20.7% during the fourth quarter. HighTower Advisors LLC now owns 183,900 shares of the company’s stock valued at $5,743,000 after buying an additional 31,529 shares in the last quarter. Finally, Osaic Holdings Inc. purchased a new position in shares of iShares Top 20 U.S. Stocks ETF during the second quarter valued at $238,000.

iShares Top 20 U.S. Stocks ETF Trading Up 1.3%

NYSEARCA:TOPT opened at $33.36 on Wednesday. The firm has a market capitalization of $678.54 million, a price-to-earnings ratio of 32.42 and a beta of 1.12. iShares Top 20 U.S. Stocks ETF has a 1-year low of $27.54 and a 1-year high of $34.47. The business’s fifty day moving average price is $33.32 and its 200 day moving average price is $31.48.

About iShares Top 20 U.S. Stocks ETF

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.