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Eaton Vance Risk Managed Diversified shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Eaton Vance Risk Managed Diversified (ETJ) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Eaton Vance Risk Managed Diversified

Tip: Access up to 7 years of quarterly data

All positions including Eaton Vance Risk Managed Diversified held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton Vance Risk Managed Diversified by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $22k 2.5k 8.99
2025-06-30 $35k 3.9k 9.04
2025-03-31 $21k 2.5k 8.46
2024-12-31 $23k 2.5k 9.31
2024-09-30 $23k 2.5k 9.21

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Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Min Vol (USMV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Norfolk Southern (NSC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

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