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Ishares Tr edge invt grde shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Ishares Tr edge invt grde (IGEB) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Ishares Tr edge invt grde

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge invt grde 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 Tr edge invt grde by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.1M 115k 44.36
2024-03-31 $5.2M 116k 44.85
2023-12-31 $572k 13k 45.25

More positions owned by Geneos Wealth Management

Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
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 Tr edge invt grde

Envestnet Asset Management
LPL Financial
State of New Jersey Common Pension Fund D
BlackRock
BlackRock
CWM
Hennion & Walsh Asset Management
Bank of America Corporation
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Mml Investors Services
Janney Montgomery Scott
Fundamentun
Cetera Investment Advisers
Ameliora Wealth Management

View all funds holding Ishares Tr edge invt grde