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Ishares U S Etf Tr shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Ishares U S Etf Tr (CCRV) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Ishares U S Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares U S Etf Tr 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 U S Etf Tr by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.3k 198 21.69
2024-03-31 $4.2k 198 21.25
2023-12-31 $3.9k 198 19.76
2022-06-30 $13k 500 26.00

More positions owned by Geneos Wealth Management

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 Ishares U S Etf Tr

Family Investment Center
BlackRock
BKM Wealth Management
Bank of America Corporation
BlackRock
Mariner Wealth Advisors
Ancora Advisors
Advisor Group Holdings
Jaffetilchin Investment Partners
Geneos Wealth Management
Morgan Stanley

View all funds holding Ishares U S Etf Tr