Geneos Wealth Management »

iShares S&P NA Nat. Re. Sc. Idx shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares S&P NA Nat. Re. Sc. Idx (IGE) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares S&P NA Nat. Re. Sc. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Nat. Re. Sc. Idx held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P NA Nat. Re. Sc. Idx by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $413k 8.4k 49.05
2025-06-30 $1.2M 28k 44.25
2025-03-31 $1.3M 29k 45.47
2024-12-31 $1.4M 33k 42.73
2024-09-30 $1.5M 34k 44.07
2024-06-30 $1.5M 35k 44.00
2024-03-31 $1.6M 36k 44.99
2023-12-31 $1.5M 38k 40.72
2023-09-30 $1.5M 37k 41.59
2023-06-30 $1.4M 37k 38.82
2023-03-31 $1.5M 37k 39.17
2022-12-31 $1.2M 30k 40.66
2022-09-30 $376k 11k 34.71
2022-06-30 $19k 540 35.19
2022-03-31 $21k 540 38.89
2021-12-31 $16k 540 29.63
2021-09-30 $16k 540 29.63
2021-06-30 $16k 540 29.63
2021-03-31 $15k 540 27.78
2020-12-31 $15k 540 27.78
2020-09-30 $10k 540 18.52
2020-06-30 $11k 540 20.37
2020-03-31 $8.0k 540 14.81
2019-12-31 $31k 1.0k 29.89
2019-09-30 $30k 1.0k 28.93
2019-06-30 $41k 1.3k 30.67
2019-03-31 $41k 1.3k 30.67
2018-12-31 $36k 1.3k 26.93
2018-09-30 $52k 1.5k 35.33
2018-06-30 $38k 1.0k 36.64
2018-03-31 $50k 1.5k 32.55
2017-12-31 $54k 1.5k 35.16
2017-09-30 $51k 1.5k 33.20
2017-06-30 $48k 1.5k 31.25
2017-03-31 $52k 1.5k 33.85
2016-12-31 $63k 1.8k 35.49
2016-09-30 $57k 1.7k 34.03
2016-06-30 $81k 2.4k 33.28
2016-03-31 $71k 2.4k 29.17

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Min Vol (USMV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Norfolk Southern (NSC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding iShares S&P NA Nat. Re. Sc. Idx

Assetmark
Morgan Stanley
Citizens & Northern Corporation
Family Firm
Goldman Sachs Group
LPL Financial
Royal Bank of Canada
CWM
Advisor Group Holdings
Envestnet Asset Management
Steward Partners Investment Advisory
Wells Fargo & Company
Summit Investment Advisors
D.A. Davidson & Co.
Pure Financial Advisors

View all funds holding iShares S&P NA Nat. Re. Sc. Idx