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Frkln Libty Us Treas Etf shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Frkln Libty Us Treas Etf (FLGV) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Frkln Libty Us Treas Etf

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All positions including Frkln Libty Us Treas Etf held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Frkln Libty Us Treas Etf by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $341k 17k 20.32
2024-03-31 $227k 11k 20.49
2023-12-31 $222k 11k 20.83
2023-09-30 $194k 9.7k 19.99

More positions owned by Geneos Wealth Management

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)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
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 Frkln Libty Us Treas Etf

Franklin Resources
Janney Montgomery Scott
Total Investment Management
LPL Financial
Raymond James & Associates
Concurrent Investment Advisors
Transamerica Financial Advisors
Envestnet Asset Management
Cetera Investment Advisers
ValMark Advisers
Jane Street
Envestnet Portfolio Solutions
Geneos Wealth Management
Farther Finance Advisors
Lockerman Financial Group

View all funds holding Frkln Libty Us Treas Etf