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Convergence Long/short Equity Etf shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Convergence Long/short Equity Etf (CLSE) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Convergence Long/short Equity Etf

Tip: Access up to 7 years of quarterly data

All positions including Convergence Long/short Equity 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 Convergence Long/short Equity Etf by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.4k 229 28.14

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)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Russell 3000 Etf (IWV)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Apple (AAPL)
Norfolk Southern (NSC)
Ishares Tr Core Msci Total (IXUS)
Putnam Etf Trust Focused Lar Cap (PVAL)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for Geneos Wealth Management

Top funds holding Convergence Long/short Equity Etf

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Envestnet Asset Management
Liberty Square Wealth Partners
Cottonwood Capital Advisors
HighTower Advisors
Commonwealth Equity Services
Tactive Advisors
Sowell Financial Services
Founders Financial Securities
Sanctuary Advisors
Park Avenue Securities

View all funds holding Convergence Long/short Equity Etf