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Guggenheim Active Alloc shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Guggenheim Active Alloc (GUG) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Guggenheim Active Alloc

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Guggenheim Active Alloc by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $22k 1.5k 14.93
2024-03-31 $22k 1.5k 14.71
2023-12-31 $22k 1.5k 14.66
2023-09-30 $20k 1.5k 13.50
2023-06-30 $22k 1.5k 14.36
2023-03-31 $21k 1.5k 14.04
2022-12-31 $20k 1.5k 13.45