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Financial Institutions shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Financial Institutions

Tip: Access up to 7 years of quarterly data

All positions including Financial Institutions held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Institutions by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0k 95 21.31
2023-09-30 $1.6k 95 16.83
2023-06-30 $1.5k 95 15.74
2023-03-31 $1.8k 95 19.28

More positions owned by Geneos Wealth Management

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 Financial Institutions

Dimensional Fund Advisors
Vanguard Group
Commonwealth Equity Services
LSV Asset Management
Courier Capital Corp
Canandaigua National Bank and Trust Company
PL Capital Advisors
Hotchkis and Wiley Capital Management
Bank of New York Mellon
Arrowstreet Capital, Limited Partnership
Jpmorgan Chase & Co
Charles Schwab Investment Management
Millennium Management
Goldman Sachs Group
Federated Investors

View all funds holding Financial Institutions