Geneos Wealth Management »

Ishares Trust Barclays shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

All positions including Ishares Trust Barclays held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Trust Barclays by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $27k 540 49.06
2025-09-30 $132k 2.7k 49.07
2025-06-30 $19k 386 48.72
2022-03-31 $17k 346 49.13
2018-09-30 $6.0k 130 46.15

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Total (IXUS)
Putnam Etf Trust Focused Lar Cap (PVAL)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding Ishares Trust Barclays

Syon Capital
UBS Group
AE Wealth Management
Arvest Investments
LPL Financial
Hancock Bank Trust Department
Prepared Retirement Institute
Prudential
Marcia E. Wade
Wells Fargo & Company
Advisor Group Holdings
Cetera Investment Advisers
Krilogy Financial
Raymond James Financial
Ameriprise Financial

View all funds holding Ishares Trust Barclays