Ishares Tr Phill Invstmrk shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Ishares Tr Phill Invstmrk (EPHE) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Ishares Tr Phill Invstmrk
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Quarterly reported holdings in Ishares Tr Phill Invstmrk by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $52k | 2.0k | 25.99 |
| 2018-09-30 | $999 | 37 | 27.03 |
| 2017-09-30 | $999 | 33 | 30.30 |
| 2017-06-30 | $5.0k | 151 | 33.11 |
| 2017-03-31 | $6.0k | 177 | 33.90 |
| 2016-12-31 | $5.0k | 177 | 28.25 |
| 2016-09-30 | $9.0k | 247 | 36.44 |