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iShares Morningstar Large Growth shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Growth held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Growth by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 13k 75.48
2023-12-31 $696k 10k 67.82
2023-09-30 $638k 11k 59.65
2023-06-30 $666k 11k 62.34
2023-03-31 $592k 11k 55.36
2022-12-31 $553k 11k 48.68
2022-09-30 $582k 12k 48.22
2022-06-30 $1.4M 28k 50.56
2022-03-31 $1.9M 29k 64.99
2021-12-31 $2.3M 32k 71.82
2021-09-30 $6.3M 95k 66.26
2021-06-30 $6.3M 97k 65.64
2021-03-31 $6.8M 110k 61.87
2020-12-31 $5.7M 22k 256.06
2020-09-30 $8.6M 33k 260.14
2020-06-30 $7.7M 34k 227.10
2020-03-31 $756k 4.2k 181.69
2019-12-31 $997k 4.7k 211.63
2019-09-30 $895k 4.7k 189.98
2019-06-30 $932k 4.9k 191.73
2019-03-31 $886k 4.9k 182.64
2018-12-31 $624k 4.0k 156.94
2018-09-30 $379k 2.0k 185.42
2018-06-30 $288k 1.7k 174.12
2018-03-31 $236k 1.4k 163.66
2017-12-31 $211k 1.4k 156.07
2017-09-30 $34k 235 144.68
2017-06-30 $32k 235 136.17
2017-03-31 $30k 235 127.66
2016-12-31 $28k 235 119.15
2016-09-30 $28k 235 119.15
2016-06-30 $27k 235 114.89
2016-03-31 $28k 235 119.15

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 iShares Morningstar Large Growth

Wells Fargo & Company
Financial Advisory Service
Bank of America Corporation
Atlantic Trust
Commonwealth Equity Services
H D Vest Advisory Services
UBS Group
Jpmorgan Chase & Co
Advisor Group Holdings
Raymond James Financial Services Advisors
Rockefeller Capital Management
Kiley Juergens Wealth Management
Sanctuary Wealth Management
CI Private Wealth
Cornerstone Wealth Management

View all funds holding iShares Morningstar Large Growth