Ishares Tr msci lw crb tg shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Ishares Tr msci lw crb tg (CRBN) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Ishares Tr msci lw crb tg
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Quarterly reported holdings in Ishares Tr msci lw crb tg by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $34k | 190 | 179.43 |
| 2023-12-31 | $31k | 190 | 165.42 |
| 2023-09-30 | $24k | 161 | 150.38 |
| 2023-06-30 | $25k | 161 | 156.52 |
| 2023-03-31 | $24k | 160 | 147.54 |
| 2022-12-31 | $22k | 160 | 137.77 |
| 2022-09-30 | $20k | 158 | 126.58 |
| 2022-06-30 | $21k | 158 | 132.91 |
| 2022-03-31 | $25k | 157 | 159.24 |
| 2021-12-31 | $128k | 738 | 173.44 |
| 2021-09-30 | $121k | 737 | 164.18 |
| 2021-06-30 | $123k | 737 | 166.89 |
| 2021-03-31 | $119k | 736 | 161.68 |
| 2020-12-31 | $112k | 721 | 155.34 |