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iShares S&P Global Technology Sect. shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares S&P Global Technology Sect. (IXN) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares S&P Global Technology Sect.

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Technology Sect. 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 S&P Global Technology Sect. by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $889k 13k 68.18
2023-09-30 $661k 11k 57.84
2023-06-30 $312k 5.0k 62.19
2023-03-31 $272k 5.0k 54.36
2022-12-31 $307k 6.9k 44.83
2022-09-30 $315k 7.5k 42.15
2022-06-30 $614k 14k 45.55
2022-03-31 $802k 14k 58.00
2021-12-31 $571k 8.9k 64.39
2021-09-30 $506k 8.9k 57.06
2021-06-30 $563k 1.7k 340.59
2021-03-31 $577k 1.8k 321.99
2020-12-31 $513k 1.8k 287.56
2020-09-30 $492k 1.9k 257.46
2020-06-30 $438k 1.9k 229.20
2020-03-31 $354k 2.0k 178.79
2019-12-31 $428k 2.0k 210.73
2019-09-30 $371k 2.0k 182.67
2019-06-30 $447k 2.5k 179.45
2019-03-31 $446k 2.6k 170.95
2018-12-31 $369k 2.6k 143.08
2018-09-30 $451k 2.6k 174.87
2018-06-30 $424k 2.6k 164.40
2018-03-31 $408k 2.6k 158.20
2017-12-31 $396k 2.6k 153.55
2017-09-30 $407k 2.9k 142.06
2017-06-30 $379k 2.9k 130.92
2017-03-31 $372k 3.0k 124.21
2016-12-31 $329k 3.0k 109.85
2016-09-30 $622k 5.6k 110.62
2016-06-30 $292k 3.0k 97.50
2016-03-31 $300k 3.0k 100.17

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Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
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Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Intermed Term (BIV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Geneos Wealth Management

Top funds holding iShares S&P Global Technology Sect.

Fisher Investments
Jpmorgan Chase & Co
Bank of America Corporation
Royal Bank of Canada
Wells Fargo & Company
Assetmark
UBS Group
Cambridge Investment Research Advisors
Patten & Patten
Credit Suisse
Advisor Group Holdings
Commonwealth Equity Services
Executive Wealth Group
Parallel Advisors
Goldman Sachs Group

View all funds holding iShares S&P Global Technology Sect.