Managed Portfolio Ser tortoise nram pi shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Managed Portfolio Ser tortoise nram pi (TPYP) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Managed Portfolio Ser tortoise nram pi
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Quarterly reported holdings in Managed Portfolio Ser tortoise nram pi by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $867k | 31k | 27.96 |
| 2023-12-31 | $838k | 32k | 25.94 |
| 2023-09-30 | $1.2M | 47k | 24.45 |
| 2023-06-30 | $1.2M | 48k | 24.65 |
| 2023-03-31 | $911k | 38k | 24.32 |
| 2022-12-31 | $1.2M | 48k | 24.69 |
| 2022-09-30 | $1.6M | 68k | 23.09 |
| 2022-06-30 | $1.7M | 67k | 24.52 |
| 2022-03-31 | $1.7M | 65k | 26.48 |
| 2021-12-31 | $1.5M | 70k | 22.23 |
| 2021-09-30 | $1.5M | 70k | 22.03 |
| 2021-06-30 | $1.6M | 70k | 22.85 |
| 2021-03-31 | $1.5M | 68k | 21.46 |
| 2020-12-31 | $1.4M | 69k | 20.38 |
| 2020-09-30 | $926k | 61k | 15.09 |
| 2020-06-30 | $973k | 61k | 15.89 |
| 2020-03-31 | $812k | 62k | 13.18 |
| 2019-12-31 | $998k | 42k | 23.61 |
| 2019-09-30 | $871k | 37k | 23.43 |
| 2019-06-30 | $813k | 34k | 23.91 |
| 2019-03-31 | $787k | 33k | 23.86 |
| 2018-12-31 | $817k | 42k | 19.67 |
| 2018-09-30 | $1.0M | 43k | 23.27 |
| 2018-06-30 | $1.1M | 45k | 23.28 |
| 2018-03-31 | $882k | 42k | 20.80 |
| 2017-12-31 | $933k | 40k | 23.34 |
| 2017-09-30 | $927k | 39k | 23.51 |
| 2017-06-30 | $879k | 38k | 23.37 |
| 2017-03-31 | $877k | 36k | 24.16 |
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