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iShares Dow Jones US Utilities shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares Dow Jones US Utilities

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Utilities held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Utilities by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $443k 5.2k 84.52
2023-12-31 $419k 5.2k 79.93
2023-09-30 $393k 5.3k 73.58
2023-06-30 $437k 5.3k 81.75
2023-03-31 $447k 5.3k 83.71
2022-12-31 $520k 6.0k 86.54
2022-09-30 $487k 6.0k 81.07
2022-06-30 $584k 6.7k 87.73
2022-03-31 $605k 6.7k 90.88
2021-12-31 $588k 6.7k 88.33
2021-09-30 $589k 7.5k 79.01
2021-06-30 $606k 7.6k 79.37
2021-03-31 $615k 7.4k 82.64
2020-12-31 $573k 7.4k 77.00
2020-09-30 $642k 4.5k 144.24
2020-06-30 $617k 4.5k 136.60
2020-03-31 $660k 4.8k 138.48
2019-12-31 $1.2M 7.2k 161.21
2019-09-30 $1.2M 7.2k 162.73
2019-06-30 $1.1M 7.3k 150.67
2019-03-31 $1.0M 7.1k 147.17
2018-12-31 $1.0M 7.6k 133.71
2018-09-30 $1.0M 7.6k 133.99
2018-06-30 $1.0M 7.8k 131.83
2018-03-31 $1.1M 8.8k 127.43
2017-12-31 $1.3M 9.5k 132.77
2017-09-30 $1.3M 10k 132.87
2017-06-30 $1.4M 11k 129.98
2017-03-31 $1.3M 10k 128.35
2016-12-31 $1.3M 11k 121.76
2016-09-30 $1.3M 11k 122.55
2016-06-30 $1.5M 12k 131.10
2016-03-31 $1.4M 11k 124.28

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Russell 3000 Etf (IWV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding iShares Dow Jones US Utilities

Bank of America Corporation
LBMC Investment Advisors
Commonwealth Equity Services
Raymond James Financial Services Advisors
Royal Bank of Canada
Wells Fargo & Company
Bank of New York Mellon
Country Club Bank
Bellwether Advisors
Goldman Sachs Group
Advisor Group Holdings
Gimbal Financial
Branch Banking & Trust Company
UBS Group
AE Wealth Management

View all funds holding iShares Dow Jones US Utilities