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Ubs Ag London Brh etracs wf bus de shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Ubs Ag London Brh etracs wf bus de (BDCZ) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Ubs Ag London Brh etracs wf bus de

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All positions including Ubs Ag London Brh etracs wf bus de held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Ag London Brh etracs wf bus de by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.9k 240 20.21
2024-03-31 $4.7k 240 19.56
2023-12-31 $4.6k 240 18.99
2023-09-30 $4.4k 240 18.48
2023-06-30 $4.2k 240 17.68
2023-03-31 $4.1k 240 17.00
2020-09-30 $2.0k 200 10.00

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Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding Ubs Ag London Brh etracs wf bus de

Kingswood Wealth Advisors
Change Path
Lindbrook Capital
Proequities
Morgan Stanley
Geneos Wealth Management
Wells Fargo & Company

View all funds holding Ubs Ag London Brh etracs wf bus de