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
Download as csv Download as ExcelQuarterly 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 |