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Ab Active Etfs shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Ab Active Etfs (FWD) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Ab Active Etfs

Tip: Access up to 7 years of quarterly data

All positions including Ab Active Etfs held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ab Active Etfs by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $304k 3.0k 101.19
2025-06-30 $269k 3.0k 89.72
2025-03-31 $106k 1.5k 70.41
2024-12-31 $119k 1.5k 79.19

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 Ab Active Etfs

Alliancebernstein
Betterment
LPL Financial
Integrated Wealth Concepts
Quantum Private Wealth
Intrepid Financial Planning Group
Embree Financial Group
StoneCrest Wealth Management
BOS Asset Management
Cambridge Investment Research Advisors
Cornerstone Planning Group
Kingsview Wealth Management
Envestnet Asset Management
Wedbush Morgan Securities
Rockefeller Capital Management

View all funds holding Ab Active Etfs