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Eaton Vance Tax Managed Diversified Eq. shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Eaton Vance Tax Managed Diversified Eq. (ETY) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Eaton Vance Tax Managed Diversified Eq.

Tip: Access up to 7 years of quarterly data

All positions including Eaton Vance Tax Managed Diversified Eq. held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton Vance Tax Managed Diversified Eq. by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $102k 7.6k 13.36
2023-12-31 $105k 8.6k 12.19
2023-09-30 $109k 9.5k 11.54
2023-06-30 $118k 9.5k 12.46
2023-03-31 $110k 9.5k 11.67
2022-12-31 $52k 4.8k 10.86
2022-09-30 $97k 9.0k 10.82
2022-06-30 $29k 2.6k 11.28
2022-03-31 $33k 2.4k 13.64
2021-12-31 $57k 3.8k 14.89
2021-09-30 $53k 3.8k 13.85
2021-06-30 $54k 3.8k 14.11
2021-03-31 $51k 3.8k 13.33
2020-12-31 $48k 3.8k 12.54
2020-09-30 $41k 3.8k 10.71
2020-06-30 $40k 3.8k 10.45
2020-03-31 $35k 3.8k 9.15
2019-12-31 $47k 3.8k 12.28
2019-09-30 $45k 3.8k 11.76
2019-06-30 $45k 3.8k 11.76
2019-03-31 $43k 3.8k 11.24
2018-12-31 $27k 2.7k 9.90
2018-09-30 $18k 1.4k 12.79
2018-06-30 $17k 1.4k 12.08
2018-03-31 $16k 1.4k 11.37
2017-12-31 $19k 1.6k 12.09
2017-09-30 $18k 1.6k 11.45
2017-06-30 $999 165 6.06
2017-03-31 $999 165 6.06
2016-12-31 $999 165 6.06
2016-09-30 $999 165 6.06
2016-06-30 $999 165 6.06
2016-03-31 $999 165 6.06

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Russell 3000 Etf (IWV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding Eaton Vance Tax Managed Diversified Eq.

Raymond James & Associates
Wells Fargo & Company
RFG Advisory
Cornerstone Advisors
Principal Securities
Guggenheim Capital, LLC Managers
UBS Group
Bank of America Corporation
Royal Bank of Canada
Baird Financial
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Advisor Group Holdings
Stifel Financial
Heron Bay Capital Management

View all funds holding Eaton Vance Tax Managed Diversified Eq.