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Series Portfolios Tr shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Series Portfolios Tr (ADPV) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $627k 15k 42.47
2025-03-31 $266k 7.7k 34.39
2024-12-31 $218k 6.1k 35.59

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Min Vol (USMV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Norfolk Southern (NSC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding Series Portfolios Tr

Client First Investment Management
IronBridge Private Wealth
Royal Bank of Canada
Napa Wealth Management
Stephens
Geneos Wealth Management
Worth Asset Management
TD Waterhouse Canada
West Michigan Advisors
IFP Advisors
Global Retirement Partners
UBS Group
Ancora Advisors

View all funds holding Series Portfolios Tr