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Ishares Inc etp shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Ishares Inc etp (EWM) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Ishares Inc etp

Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 202530k40k50k60k1000150020002500
Value ($)Share countHistorical EWM position of Geneos Wealth Management Source: stockzoa.comValue ($)Share count

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All positions including Ishares Inc etp held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Inc etp by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $24k 965 24.53
2024-09-30 $63k 2.3k 27.05
2024-03-31 $45k 2.1k 21.79
2023-03-31 $54k 2.4k 22.17
2022-12-31 $55k 2.4k 22.84

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 Ishares Inc etp

State of Tennessee, Treasury Department
USS Investment Management
Morgan Stanley
Sun Life Financial
Cullen Capital Management
Jpmorgan Chase & Co
UBS Group
Citigroup
Whitcomb & Hess
Allianz Asset Management
Hsbc Holdings
Carrera Capital Advisors
Catalyst Capital Advisors
Millburn Ridgefield
Korea Investment Corporation

View all funds holding Ishares Inc etp