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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
2024-03-31 $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

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Russell 3000 Etf (IWV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
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
BKM Wealth Management
Jane Street
Bank Of Montreal
Kestra Private Wealth Services
Advisor Group Holdings
Bank of America Corporation
UBS Group
Farther Finance Advisors
Geneos Wealth Management

View all funds holding Ishares U S Etf Tr