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iShares S&P Conservative Allocatn Fd ETF shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares S&P Conservative Allocatn Fd ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Conservative Allocatn Fd ETF 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 S&P Conservative Allocatn Fd ETF by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $161k 4.0k 40.16
2025-06-30 $35k 904 39.07
2025-03-31 $34k 904 37.63
2024-12-31 $34k 904 37.30
2024-09-30 $35k 904 38.66
2024-06-30 $33k 904 36.93
2024-03-31 $33k 904 36.83
2023-12-31 $33k 904 36.15
2023-09-30 $31k 904 33.96
2023-06-30 $32k 904 35.24
2023-03-31 $32k 900 34.96
2022-12-31 $30k 900 33.61
2022-09-30 $29k 900 32.22
2022-06-30 $219k 6.3k 34.59
2022-03-31 $204k 5.4k 37.57
2021-12-31 $7.8M 196k 40.02
2021-09-30 $6.1M 155k 39.65
2021-06-30 $5.9M 148k 39.85
2021-03-31 $5.6M 142k 39.35
2020-12-31 $5.2M 136k 38.47
2020-09-30 $4.0M 109k 36.99
2020-06-30 $3.7M 103k 36.15
2020-03-31 $3.6M 106k 33.69
2019-12-31 $3.7M 103k 36.31
2019-09-30 $3.6M 102k 35.59
2019-06-30 $3.5M 99k 35.39
2019-03-31 $3.4M 98k 34.52
2018-12-31 $3.1M 95k 32.62
2018-09-30 $3.1M 89k 34.18
2018-06-30 $3.0M 87k 34.00
2018-03-31 $2.9M 85k 34.25
2017-12-31 $2.6M 74k 34.64
2017-09-30 $2.4M 69k 34.48

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 S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
Morgan Stanley
Lido Advisors
Curran Financial Partners
Weaver Consulting Group
Investment Advisory Group
Cetera Investment Advisers
Wells Fargo & Company
Visionary Wealth Advisors
Cambridge Investment Research Advisors
Foundations Investment Advisors
Private Advisor
Legacy Capital Wealth Partners
David R. Rahn Inc. dba Avalon Capital Management

View all funds holding iShares S&P Conservative Allocatn Fd ETF