Geneos Wealth Management »

Global X Dow 30 Covered Call ETF shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Global X Dow 30 Covered Call ETF (DJIA) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Global X Dow 30 Covered Call ETF

Tip: Access up to 7 years of quarterly data

All positions including Global X Dow 30 Covered Call ETF 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 Global X Dow 30 Covered Call ETF by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.8k 400 22.10
2024-03-31 $5.7k 250 22.79
2023-12-31 $5.5k 250 21.91

More positions owned by Geneos Wealth Management

Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
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 Global X Dow 30 Covered Call ETF

LPL Financial
XML Financial
J.w. Cole Advisors
Advisor Group Holdings
Royal Bank of Canada
Stephens
Raymond James Financial Services Advisors
Janney Montgomery Scott
Kestra Private Wealth Services
Raymond James & Associates
Jane Street
Harbour Investments
Arete Wealth Advisors
Change Path
Mariner Wealth Advisors

View all funds holding Global X Dow 30 Covered Call ETF