Geneos Wealth Management »

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

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

Quarterly reported holdings in Ishares Tr edge invt grde by Geneos Wealth Management

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

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 Tr edge invt grde

CWM
Hennion & Walsh Asset Management
State of New Jersey Common Pension Fund D
Waller Financial Planning Group
Bank of America Corporation
Janney Montgomery Scott
Cambridge Investment Research Advisors
Ameliora Wealth Management
Fundamentun
United Capital Financial Advisers
Paragon Wealth Strategies
Private Advisor
McGlone Suttner Wealth Management
DORVAL Corp
Betterment

View all funds holding Ishares Tr edge invt grde