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Ishares Tr msci lw crb tg shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Ishares Tr msci lw crb tg (CRBN) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Ishares Tr msci lw crb tg

Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 202550k100k200400600
Value ($)Share countHistorical CRBN position of Geneos Wealth Management Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci lw crb tg 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 Tr msci lw crb tg by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $35k 179 193.10
2024-09-30 $38k 191 196.64
2024-06-30 $35k 191 183.75
2024-03-31 $34k 190 179.43
2023-12-31 $31k 190 165.42
2023-09-30 $24k 161 150.38
2023-06-30 $25k 161 156.52
2023-03-31 $24k 160 147.54
2022-12-31 $22k 160 137.77
2022-09-30 $20k 158 126.58
2022-06-30 $21k 158 132.91
2022-03-31 $25k 157 159.24
2021-12-31 $128k 738 173.44
2021-09-30 $121k 737 164.18
2021-06-30 $123k 737 166.89
2021-03-31 $119k 736 161.68
2020-12-31 $112k 721 155.34