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Telefonaktiebolaget LM Ericsson shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Telefonaktiebolaget LM Ericsson (ERIC) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Telefonaktiebolaget LM Ericsson

Tip: Access up to 7 years of quarterly data

All positions including Telefonaktiebolaget LM Ericsson held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Telefonaktiebolaget LM Ericsson by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $17k 3.0k 5.51
2023-12-31 $19k 3.0k 6.30
2023-09-30 $15k 3.0k 4.86
2023-06-30 $16k 3.0k 5.45
2023-03-31 $18k 3.0k 5.85
2022-09-30 $1.0k 214 4.67
2022-06-30 $19k 2.7k 7.08
2022-03-31 $28k 3.1k 8.94
2021-12-31 $38k 3.6k 10.67
2021-09-30 $38k 3.5k 10.97
2021-06-30 $45k 3.6k 12.63
2021-03-31 $300k 22k 13.75
2020-12-31 $48k 20k 2.41
2020-09-30 $60k 5.8k 10.33
2020-06-30 $52k 5.7k 9.11
2020-03-31 $41k 5.6k 7.31
2019-12-31 $49k 5.6k 8.74
2019-09-30 $44k 5.6k 7.85
2019-06-30 $53k 5.6k 9.45
2019-03-31 $20k 2.3k 8.88
2018-12-31 $19k 2.3k 8.44
2018-09-30 $19k 2.3k 8.44
2018-06-30 $17k 2.3k 7.55
2018-03-31 $14k 2.2k 6.23
2017-12-31 $15k 2.2k 6.68
2017-09-30 $12k 2.2k 5.34
2017-06-30 $17k 2.4k 6.95
2017-03-31 $16k 2.4k 6.56
2016-12-31 $14k 2.4k 5.74
2016-09-30 $16k 2.2k 7.15
2016-06-30 $17k 2.2k 7.59
2016-03-31 $28k 2.8k 9.94

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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 Telefonaktiebolaget LM Ericsson

Hotchkis and Wiley Capital Management
PRIMECAP Management Company
SRB Corporation
Arrowstreet Capital, Limited Partnership
Colony Capital
Goldman Sachs Group
Citadel Advisors
Voloridge Investment Management
Alliancebernstein
Penserra Capital Management
Bank of America Corporation
UBS Group
Balyasny Asset Management
Jane Street
Bnp Paribas Arbitrage, Snc

View all funds holding Telefonaktiebolaget LM Ericsson