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Spdr Series Trust brcly em locl shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Spdr Series Trust brcly em locl (EBND) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Spdr Series Trust brcly em locl

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust brcly em locl held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust brcly em locl by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1k 98 21.24
2022-06-30 $2.0k 112 17.86
2021-09-30 $378k 15k 25.32
2021-03-31 $226k 8.5k 26.49

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)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Intermed Term (BIV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Geneos Wealth Management

Top funds holding Spdr Series Trust brcly em locl

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Assetmark
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Bank of America Corporation
Mackenzie Financial
Hsbc Holdings
Park Avenue Securities
Envestnet Portfolio Solutions
Advisor Group Holdings
Aspire Private Capital
City State Bank
ValMark Advisers
Sound Stewardship

View all funds holding Spdr Series Trust brcly em locl