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
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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 |
|---|---|---|---|
| 2025-09-30 | $47k | 3.0k | 15.60 |
| 2025-06-30 | $47k | 3.0k | 15.64 |
| 2025-03-31 | $23k | 1.5k | 15.07 |
| 2024-12-31 | $22k | 1.5k | 14.87 |
| 2024-09-30 | $25k | 1.5k | 16.55 |
| 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 |