Geneos Wealth Management Inc. Purchases Shares of 16,543 iShares Top 20 U.S. Stocks ETF $TOPT

Geneos Wealth Management Inc. acquired a new position in shares of iShares Top 20 U.S. Stocks ETF (NYSEARCA:TOPT) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 16,543 shares of the company’s stock, valued at approximately $504,000.

Several other institutional investors have also recently modified their holdings of TOPT. Diversify Advisory Services LLC lifted its stake in iShares Top 20 U.S. Stocks ETF by 10.0% in the 2nd quarter. Diversify Advisory Services LLC now owns 9,466 shares of the company’s stock valued at $275,000 after buying an additional 857 shares in the last quarter. Strategic Financial Concepts LLC raised its holdings in shares of iShares Top 20 U.S. Stocks ETF by 16.3% in the second quarter. Strategic Financial Concepts LLC now owns 12,750 shares of the company’s stock worth $332,000 after acquiring an additional 1,790 shares during the last quarter. Private Trust Co. NA lifted its position in shares of iShares Top 20 U.S. Stocks ETF by 99.9% in the second quarter. Private Trust Co. NA now owns 4,562 shares of the company’s stock valued at $124,000 after acquiring an additional 2,280 shares in the last quarter. Jane Street Group LLC boosted its stake in shares of iShares Top 20 U.S. Stocks ETF by 21.9% during the first quarter. Jane Street Group LLC now owns 15,722 shares of the company’s stock valued at $374,000 after acquiring an additional 2,820 shares during the last quarter. Finally, Newbridge Financial Services Group Inc. increased its position in iShares Top 20 U.S. Stocks ETF by 134.4% during the 2nd quarter. Newbridge Financial Services Group Inc. now owns 5,625 shares of the company’s stock worth $154,000 after purchasing an additional 3,225 shares in the last quarter.

iShares Top 20 U.S. Stocks ETF Trading Up 0.3%

NYSEARCA:TOPT opened at $31.17 on Friday. The firm has a market cap of $465.06 million, a price-to-earnings ratio of 32.42 and a beta of 1.17. The company’s 50-day moving average is $31.18 and its two-hundred day moving average is $29.87. iShares Top 20 U.S. Stocks ETF has a 12-month low of $20.39 and a 12-month high of $31.97.

iShares Top 20 U.S. Stocks ETF Company Profile

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.