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Neos Etf Trust shares owned by GeoWealth Management

Quarter-by-quarter ownership of Neos Etf Trust (BRIF) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Neos Etf Trust held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Neos Etf Trust by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $357 12 29.75
2025-06-30 $330 12 27.50

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding Neos Etf Trust

Wealth Enhancement Advisory Services
Change Path
Creative Financial Designs
Creative Planning
BAM Wealth Management
Citadel Advisors
Jpmorgan Chase & Co
GeoWealth Management

View all funds holding Neos Etf Trust