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Direct Digital Holdings shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Direct Digital Holdings (DRCT) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Direct Digital Holdings

Tip: Access up to 7 years of quarterly data

All positions including Direct Digital Holdings held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Direct Digital Holdings by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $31k 2.0k 15.24
2023-12-31 $30k 2.0k 14.88
2023-09-30 $5.1k 2.0k 2.56

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)
Ishares Tr Russell 3000 Etf (IWV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
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 Direct Digital Holdings

Vanguard Group
Man Group
Laurion Capital Management
Jpmorgan Chase & Co
Susquehanna International
Denali Advisors
Independent Advisor Alliance
Two Sigma Investments
Citigroup
UBS Group
Geneos Wealth Management
Steward Partners Investment Advisory
Absolute Investment Management
Stone House Investment Management
Lazard Asset Management

View all funds holding Direct Digital Holdings