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iShares Lehman Aggregate Bond shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond 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 Lehman Aggregate Bond by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 110k 100.25
2025-06-30 $11M 108k 99.20
2025-03-31 $8.0M 81k 98.92
2024-12-31 $11M 112k 96.90
2024-09-30 $6.2M 62k 101.27
2024-06-30 $4.7M 48k 97.07
2024-03-31 $5.0M 51k 97.94
2023-12-31 $11M 108k 99.25
2023-09-30 $5.6M 60k 94.04
2023-06-30 $6.3M 64k 97.95
2023-03-31 $6.5M 65k 99.64
2022-12-31 $6.6M 68k 96.99
2022-09-30 $8.8M 91k 96.33
2022-06-30 $16M 155k 102.34
2022-03-31 $14M 130k 107.09
2021-12-31 $21M 179k 114.79
2021-09-30 $21M 178k 114.95
2021-06-30 $19M 165k 115.35
2021-03-31 $38M 331k 114.31
2020-12-31 $18M 158k 113.17
2020-09-30 $39M 326k 118.13
2020-06-30 $38M 320k 118.06
2020-03-31 $16M 137k 115.57
2019-12-31 $20M 178k 112.73
2019-09-30 $19M 167k 113.08
2019-06-30 $18M 163k 111.35
2019-03-31 $9.8M 89k 109.07
2018-12-31 $10M 97k 106.51
2018-09-30 $10M 100k 102.18
2018-06-30 $19M 176k 106.32
2018-03-31 $21M 193k 107.89
2017-12-31 $9.5M 87k 109.33
2017-09-30 $7.6M 69k 110.34
2017-06-30 $7.8M 71k 109.53
2017-03-31 $5.9M 54k 108.48
2016-12-31 $5.4M 50k 108.04
2016-09-30 $5.4M 48k 112.42
2016-06-30 $3.6M 32k 112.65
2016-03-31 $3.1M 28k 110.50

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 iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond