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iShares Dow Jones Select Dividend shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares Dow Jones Select Dividend

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones Select Dividend 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 Dow Jones Select Dividend by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.3M 27k 120.98
2024-03-31 $3.5M 29k 123.18
2023-12-31 $3.5M 30k 117.22
2023-09-30 $3.2M 30k 107.64
2023-06-30 $3.4M 30k 113.30
2023-03-31 $3.6M 31k 117.18
2022-12-31 $3.5M 29k 120.60
2022-09-30 $3.2M 30k 107.19
2022-06-30 $3.8M 32k 119.20
2022-03-31 $3.8M 30k 128.13
2021-12-31 $3.4M 28k 122.59
2021-09-30 $3.2M 28k 116.25
2021-06-30 $3.2M 28k 117.35
2021-03-31 $4.9M 42k 118.28
2020-12-31 $4.0M 44k 90.74
2020-09-30 $2.3M 29k 80.50
2020-06-30 $2.3M 29k 77.67
2020-03-31 $2.1M 29k 73.53
2019-12-31 $3.2M 30k 105.54
2019-09-30 $3.1M 30k 101.66
2019-06-30 $3.1M 31k 99.55
2019-03-31 $3.4M 35k 98.16
2018-12-31 $3.4M 39k 88.70
2018-09-30 $3.8M 36k 103.34
2018-06-30 $3.5M 36k 97.73
2018-03-31 $3.5M 37k 95.10
2017-12-31 $3.7M 38k 98.55
2017-09-30 $3.2M 34k 93.92
2017-06-30 $2.5M 27k 92.21
2017-03-31 $2.7M 30k 91.09
2016-12-31 $2.5M 28k 88.56
2016-09-30 $2.2M 26k 85.67
2016-06-30 $2.2M 26k 85.26
2016-03-31 $2.0M 24k 81.88

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 iShares Dow Jones Select Dividend

Bank of America Corporation
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Pnc Financial Services
Wells Fargo & Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
Howard Capital Management
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones Select Dividend