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Morgan Stanley Etf Trust shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Morgan Stanley Etf Trust (CVIE) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Morgan Stanley Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley Etf Trust by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $273k 4.0k 68.23
2025-06-30 $6.1k 93 65.10
2025-03-31 $5.4k 93 57.90
2024-12-31 $5.1k 93 55.17

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 Msci Usa Min Vol (USMV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Norfolk Southern (NSC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding Morgan Stanley Etf Trust

Commonwealth Equity Services
Sontag Advisory
Rossby Financial, LCC
Ameriprise Financial
Pensionmark Financial Group
LongView Asset Management
O'Brien Wealth Partners
Mercer Global Advisors
D. J. St. Germain
Gateway Wealth Partners
Archer Investment Management
EP Wealth Advisors
Raymond James Financial
Northwestern Mutual Wealth Management Company
Modern Wealth Management

View all funds holding Morgan Stanley Etf Trust