Fiserv shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Fiserv
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Quarterly reported holdings in Fiserv by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.0M | 62k | 128.93 |
| 2025-06-30 | $10M | 60k | 172.41 |
| 2025-03-31 | $14M | 63k | 220.83 |
| 2024-12-31 | $7.1M | 35k | 205.42 |
| 2024-09-30 | $6.3M | 35k | 179.65 |
| 2024-06-30 | $5.4M | 36k | 149.04 |
| 2024-03-31 | $6.1M | 38k | 159.82 |
| 2023-12-31 | $4.9M | 37k | 132.84 |
| 2023-09-30 | $4.1M | 37k | 112.96 |
| 2023-06-30 | $4.8M | 38k | 126.15 |
| 2023-03-31 | $3.8M | 34k | 113.03 |
| 2022-12-31 | $4.0M | 39k | 101.07 |
| 2022-09-30 | $3.5M | 38k | 93.57 |
| 2022-06-30 | $3.5M | 38k | 92.57 |
| 2022-03-31 | $3.8M | 37k | 101.39 |
| 2021-12-31 | $3.4M | 33k | 103.77 |
| 2021-09-30 | $3.5M | 32k | 109.77 |
| 2021-06-30 | $3.4M | 31k | 109.25 |
| 2021-03-31 | $4.0M | 33k | 120.09 |
| 2020-12-31 | $4.1M | 36k | 115.11 |
| 2020-09-30 | $3.0M | 29k | 102.27 |
| 2020-06-30 | $2.4M | 25k | 94.91 |
| 2020-03-31 | $1.8M | 19k | 94.20 |
| 2019-12-31 | $2.6M | 23k | 117.04 |
| 2019-09-30 | $2.1M | 21k | 102.59 |
| 2019-06-30 | $1.4M | 15k | 91.58 |
| 2019-03-31 | $1.0M | 12k | 88.19 |
| 2018-12-31 | $549k | 7.4k | 74.24 |
| 2018-09-30 | $375k | 4.5k | 83.61 |
| 2018-06-30 | $146k | 2.0k | 74.04 |
| 2018-03-31 | $279k | 3.9k | 71.06 |
| 2017-12-31 | $240k | 1.8k | 130.93 |
| 2017-09-30 | $228k | 1.8k | 128.60 |
| 2017-06-30 | $216k | 1.8k | 121.83 |
| 2017-03-31 | $120k | 1.0k | 114.50 |
| 2016-12-31 | $112k | 1.1k | 105.76 |
| 2016-09-30 | $104k | 1.0k | 99.24 |
| 2016-06-30 | $109k | 1.0k | 107.92 |
| 2016-03-31 | $333k | 3.2k | 103.26 |