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iShares Dow Jones US Financial Svc. shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares Dow Jones US Financial Svc.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial Svc. 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 Dow Jones US Financial Svc. by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $445k 2.5k 179.21
2023-09-30 $384k 2.5k 154.64
2023-06-30 $392k 2.5k 157.99
2023-03-31 $375k 2.5k 150.96
2022-12-31 $391k 2.5k 157.52
2022-09-30 $355k 2.5k 141.04
2022-06-30 $144k 962 149.69
2022-03-31 $173k 962 179.83
2021-12-31 $209k 1.1k 192.63
2021-09-30 $208k 1.1k 191.71
2021-06-30 $202k 1.1k 186.18
2021-03-31 $265k 1.5k 182.51
2020-12-31 $251k 1.5k 172.87
2020-09-30 $148k 1.2k 118.88
2020-06-30 $144k 1.2k 115.66
2020-03-31 $122k 1.2k 103.83
2019-12-31 $178k 1.2k 151.49
2019-09-30 $160k 1.2k 136.17
2019-06-30 $157k 1.2k 133.62
2019-03-31 $146k 1.2k 124.26
2018-12-31 $130k 1.2k 110.64
2018-09-30 $157k 1.2k 132.83
2018-06-30 $153k 1.2k 129.44
2018-03-31 $154k 1.2k 130.29
2017-12-31 $154k 1.2k 130.29
2017-09-30 $141k 1.2k 119.29
2017-06-30 $134k 1.2k 113.37
2017-03-31 $128k 1.2k 108.29
2016-12-31 $125k 1.2k 105.75
2016-09-30 $103k 1.2k 87.14
2016-06-30 $662k 8.3k 80.08
2016-03-31 $96k 1.2k 81.22

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)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
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 Dow Jones US Financial Svc.

RiverFront Investment Group
Raymond James & Associates
Goldman Sachs Group
Janney Montgomery Scott
Bank of America Corporation
Royal Bank of Canada
Ferguson Wellman Capital Management
Bnp Paribas Arbitrage, Snc
Arkansas Financial
Wells Fargo & Company
Baltimore-Washington Financial Advisors
Private Advisor
Howard Capital Management Group
Circle Wealth Management
UBS Group

View all funds holding iShares Dow Jones US Financial Svc.