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Wisdomtree Tr brclys us aggr shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr brclys us aggr (AGGY) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Wisdomtree Tr brclys us aggr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr brclys us aggr held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr brclys us aggr by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.6k 150 44.02
2023-09-30 $6.2k 150 41.51
2023-06-30 $6.5k 150 43.09
2023-03-31 $6.6k 150 43.69
2022-12-31 $24k 550 42.65
2022-09-30 $32k 767 41.72
2022-06-30 $24k 550 43.64
2022-03-31 $43k 900 47.78
2021-12-31 $46k 900 51.11
2021-09-30 $46k 900 51.11
2021-06-30 $47k 900 52.22
2021-03-31 $46k 900 51.11
2020-12-31 $46k 900 51.11
2020-09-30 $67k 1.3k 53.30
2020-06-30 $34k 650 52.31