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iShares Morningstar Large Growth shares owned by Geneos Wealth Management

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

Historical chart of Geneos Wealth Management investment in iShares Morningstar Large Growth

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All positions including iShares Morningstar Large Growth 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 Growth by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 14k 104.30
2025-06-30 $1.4M 14k 96.90
2025-03-31 $1.2M 14k 80.99
2024-12-31 $1.2M 13k 89.60
2024-09-30 $1.1M 13k 84.04
2024-06-30 $1.1M 13k 81.41
2024-03-31 $1.0M 13k 75.48
2023-12-31 $696k 10k 67.82
2023-09-30 $638k 11k 59.65
2023-06-30 $666k 11k 62.34
2023-03-31 $592k 11k 55.36
2022-12-31 $553k 11k 48.68
2022-09-30 $582k 12k 48.22
2022-06-30 $1.4M 28k 50.56
2022-03-31 $1.9M 29k 64.99
2021-12-31 $2.3M 32k 71.82
2021-09-30 $6.3M 95k 66.26
2021-06-30 $6.3M 97k 65.64
2021-03-31 $6.8M 110k 61.87
2020-12-31 $5.7M 22k 256.06
2020-09-30 $8.6M 33k 260.14
2020-06-30 $7.7M 34k 227.10
2020-03-31 $756k 4.2k 181.69
2019-12-31 $997k 4.7k 211.63
2019-09-30 $895k 4.7k 189.98
2019-06-30 $932k 4.9k 191.73
2019-03-31 $886k 4.9k 182.64
2018-12-31 $624k 4.0k 156.94
2018-09-30 $379k 2.0k 185.42
2018-06-30 $288k 1.7k 174.12
2018-03-31 $236k 1.4k 163.66
2017-12-31 $211k 1.4k 156.07
2017-09-30 $34k 235 144.68
2017-06-30 $32k 235 136.17
2017-03-31 $30k 235 127.66
2016-12-31 $28k 235 119.15
2016-09-30 $28k 235 119.15
2016-06-30 $27k 235 114.89
2016-03-31 $28k 235 119.15

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

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