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Eaton Vance Tax Managed Diversified Eq. shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Eaton Vance Tax Managed Diversified Eq. (ETY) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Eaton Vance Tax Managed Diversified Eq.

Tip: Access up to 7 years of quarterly data

All positions including Eaton Vance Tax Managed Diversified Eq. 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 Tax Managed Diversified Eq. by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $97k 6.5k 14.95
2024-09-30 $106k 7.2k 14.65
2024-06-30 $107k 7.6k 14.05
2024-03-31 $102k 7.6k 13.36
2023-12-31 $105k 8.6k 12.19
2023-09-30 $109k 9.5k 11.54
2023-06-30 $118k 9.5k 12.46
2023-03-31 $110k 9.5k 11.67
2022-12-31 $52k 4.8k 10.86
2022-09-30 $97k 9.0k 10.82
2022-06-30 $29k 2.6k 11.28
2022-03-31 $33k 2.4k 13.64
2021-12-31 $57k 3.8k 14.89
2021-09-30 $53k 3.8k 13.85
2021-06-30 $54k 3.8k 14.11
2021-03-31 $51k 3.8k 13.33
2020-12-31 $48k 3.8k 12.54
2020-09-30 $41k 3.8k 10.71
2020-06-30 $40k 3.8k 10.45
2020-03-31 $35k 3.8k 9.15
2019-12-31 $47k 3.8k 12.28
2019-09-30 $45k 3.8k 11.76
2019-06-30 $45k 3.8k 11.76
2019-03-31 $43k 3.8k 11.24
2018-12-31 $27k 2.7k 9.90
2018-09-30 $18k 1.4k 12.79
2018-06-30 $17k 1.4k 12.08
2018-03-31 $16k 1.4k 11.37
2017-12-31 $19k 1.6k 12.09
2017-09-30 $18k 1.6k 11.45
2017-06-30 $999 165 6.06
2017-03-31 $999 165 6.06
2016-12-31 $999 165 6.06
2016-09-30 $999 165 6.06
2016-06-30 $999 165 6.06
2016-03-31 $999 165 6.06

More positions owned by Geneos Wealth Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
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)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)

View all positions for Geneos Wealth Management

Top funds holding Eaton Vance Tax Managed Diversified Eq.

Invesco
Wells Fargo & Company
Raymond James & Associates
Principal Securities
RFG Advisory
Guggenheim Capital, LLC Managers
Raymond James Financial Services Advisors
Bank of America Corporation
UBS Group
Matrix Private Capital Group
LPL Financial
Royal Bank of Canada
Baird Financial
Cambridge Investment Research Advisors
Advisor Group Holdings

View all funds holding Eaton Vance Tax Managed Diversified Eq.