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iShares Morningstar Large Core Idx shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares Morningstar Large Core Idx (ILCB) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares Morningstar Large Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Core Idx 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 Morningstar Large Core Idx by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $234k 3.1k 75.17
2024-03-31 $225k 3.1k 72.47
2023-12-31 $204k 3.1k 65.76
2023-09-30 $182k 3.1k 58.91
2023-06-30 $188k 3.1k 61.07
2023-03-31 $45k 800 56.41
2022-12-31 $162k 3.1k 52.64
2022-09-30 $151k 3.1k 49.39
2022-06-30 $170k 3.2k 52.37
2022-03-31 $203k 3.2k 62.67
2021-12-31 $277k 4.2k 66.20
2021-09-30 $256k 4.2k 61.32
2021-06-30 $256k 4.2k 61.42
2021-03-31 $245k 4.2k 58.87
2020-12-31 $252k 1.1k 224.00
2020-09-30 $109k 573 190.23
2020-06-30 $97k 573 169.28
2020-03-31 $82k 573 143.11
2019-12-31 $105k 573 183.25
2019-09-30 $95k 573 165.79
2019-06-30 $113k 689 164.01
2019-03-31 $110k 688 159.88
2018-12-31 $97k 688 140.99
2018-09-30 $115k 688 167.15
2018-06-30 $105k 688 152.62
2018-03-31 $105k 688 152.62
2017-12-31 $109k 688 158.43
2017-09-30 $103k 687 149.93
2017-06-30 $41k 283 144.88
2017-03-31 $40k 283 141.34
2016-12-31 $37k 283 130.74
2016-09-30 $36k 283 127.21
2016-06-30 $34k 283 120.14
2016-03-31 $33k 282 117.02

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

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