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Tcw Etf Trust shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Tcw Etf Trust (FLXR) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Tcw Etf Trust

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All positions including Tcw Etf Trust held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tcw Etf Trust by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $367k 9.2k 39.80
2025-06-30 $535k 14k 39.45
2025-03-31 $14k 359 39.17
2024-12-31 $14k 359 38.68

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Min Vol (USMV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Norfolk Southern (NSC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding Tcw Etf Trust

Captrust Financial Advisors
UBS Group
LPL Financial
First Pacific Financial
Morton Capital Management
Cary Street Partners Financial
M^T Bank Corporation
Envestnet Asset Management
TCW Group
Janney Montgomery Scott
Stifel Financial
Francis Financial
Raymond James Financial
Morling Financial Advisors
Peak Financial Advisors

View all funds holding Tcw Etf Trust