Geneos Wealth Management »

Legg Mason Etf Investment Tr sml cap qulity shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Legg Mason Etf Investment Tr sml cap qulity (SQLV) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Legg Mason Etf Investment Tr sml cap qulity

Tip: Access up to 7 years of quarterly data

All positions including Legg Mason Etf Investment Tr sml cap qulity held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Legg Mason Etf Investment Tr sml cap qulity by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $23k 543 41.50
2023-12-31 $15k 358 41.18
2023-09-30 $16k 437 35.98

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 Legg Mason Etf Investment Tr sml cap qulity

LPL Financial
Royal Bank of Canada
Arden Trust
Advisor Group Holdings
Geneos Wealth Management
Coppell Advisory Solutions
UBS Group

View all funds holding Legg Mason Etf Investment Tr sml cap qulity