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iShares Dow Jones US Medical Dev. shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Medical Dev. (IHI) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares Dow Jones US Medical Dev.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Medical Dev. 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 Medical Dev. by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.1M 56k 56.04
2024-03-31 $2.8M 48k 58.59
2023-12-31 $3.0M 56k 53.97
2023-09-30 $2.3M 47k 48.50
2023-06-30 $2.5M 43k 56.46
2023-03-31 $2.2M 41k 53.98
2022-12-31 $2.2M 42k 52.57
2022-09-30 $2.1M 45k 47.17
2022-06-30 $2.3M 45k 51.37
2022-03-31 $2.7M 45k 60.94
2021-12-31 $3.7M 56k 65.85
2021-09-30 $3.5M 55k 63.01
2021-06-30 $3.4M 9.2k 366.67
2021-03-31 $4.6M 13k 354.36
2020-12-31 $3.2M 15k 217.43
2020-09-30 $2.9M 9.9k 291.02
2020-06-30 $1.8M 7.0k 255.86
2020-03-31 $1.5M 7.0k 219.11
2019-12-31 $1.2M 4.6k 264.88
2019-09-30 $1.1M 4.5k 243.90
2019-06-30 $638k 2.7k 240.39
2019-03-31 $649k 2.8k 231.54
2018-12-31 $2.0M 10k 196.84
2018-09-30 $2.5M 11k 227.94
2018-06-30 $513k 2.6k 200.55
2018-03-31 $552k 3.0k 184.80
2017-12-31 $527k 3.0k 173.24
2017-09-30 $551k 3.3k 167.02
2017-06-30 $556k 3.3k 166.42
2017-03-31 $514k 3.4k 151.44
2016-12-31 $475k 3.6k 133.17
2016-09-30 $518k 3.6k 145.26
2016-06-30 $485k 3.6k 136.01
2016-03-31 $445k 3.6k 123.65

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 Dow Jones US Medical Dev.

Citigroup
Morgan Stanley
Bank of America Corporation
LPL Financial
Fisher Investments
Jpmorgan Chase & Co
Wells Fargo & Company
Envestnet Asset Management
Royal Bank of Canada
International Assets Investment Management
Point72 Asset Management
Goldman Sachs Group
Raymond James & Associates
Commonwealth Equity Services
RiverFront Investment Group

View all funds holding iShares Dow Jones US Medical Dev.