iShares S&P Global Clean Energy Index shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of iShares S&P Global Clean Energy Index (ICLN) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in iShares S&P Global Clean Energy Index
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Quarterly reported holdings in iShares S&P Global Clean Energy Index by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $251k | 22k | 11.38 |
| 2024-09-30 | $370k | 25k | 14.69 |
| 2024-06-30 | $657k | 49k | 13.32 |
| 2024-03-31 | $685k | 49k | 13.98 |
| 2023-12-31 | $829k | 53k | 15.57 |
| 2023-09-30 | $841k | 58k | 14.62 |
| 2023-06-30 | $609k | 33k | 18.40 |
| 2023-03-31 | $816k | 41k | 19.78 |
| 2022-12-31 | $825k | 42k | 19.85 |
| 2022-09-30 | $793k | 42k | 19.08 |
| 2022-06-30 | $895k | 46k | 19.32 |
| 2022-03-31 | $1.1M | 53k | 21.51 |
| 2021-12-31 | $1.5M | 70k | 21.16 |
| 2021-09-30 | $730k | 34k | 21.74 |
| 2021-06-30 | $763k | 33k | 23.48 |
| 2021-03-31 | $659k | 28k | 23.21 |
| 2020-12-31 | $502k | 22k | 23.06 |
| 2020-09-30 | $70k | 4.2k | 16.62 |
| 2020-06-30 | $50k | 4.2k | 11.87 |
| 2020-03-31 | $39k | 4.2k | 9.26 |
| 2019-12-31 | $49k | 4.2k | 11.64 |
| 2019-09-30 | $29k | 2.7k | 10.70 |
| 2019-06-30 | $22k | 2.1k | 10.42 |
| 2019-03-31 | $10k | 1.1k | 9.00 |
| 2018-12-31 | $9.0k | 1.1k | 8.10 |
| 2018-09-30 | $13k | 1.5k | 8.58 |
| 2018-06-30 | $3.0k | 404 | 7.43 |
| 2018-03-31 | $3.0k | 404 | 7.43 |
| 2017-12-31 | $1.0k | 204 | 4.90 |
| 2017-09-30 | $1.0k | 204 | 4.90 |
| 2017-06-30 | $1.0k | 204 | 4.90 |
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