iShares Morningstar Mid Core Index shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in iShares Morningstar Mid Core Index
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Quarterly reported holdings in iShares Morningstar Mid Core Index by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $150k | 2.2k | 67.13 |
| 2023-09-30 | $154k | 2.6k | 59.73 |
| 2023-06-30 | $163k | 2.6k | 63.29 |
| 2023-03-31 | $156k | 2.6k | 60.64 |
| 2022-12-31 | $151k | 2.6k | 58.67 |
| 2022-09-30 | $138k | 2.6k | 53.57 |
| 2022-06-30 | $165k | 2.9k | 56.86 |
| 2022-03-31 | $195k | 2.9k | 67.20 |
| 2021-12-31 | $206k | 2.9k | 70.99 |
| 2021-09-30 | $195k | 2.9k | 67.20 |
| 2021-06-30 | $181k | 2.7k | 67.24 |
| 2021-03-31 | $1.3M | 20k | 65.78 |
| 2020-12-31 | $876k | 5.0k | 174.09 |
| 2020-09-30 | $170k | 865 | 196.53 |
| 2020-06-30 | $244k | 1.4k | 178.10 |
| 2020-03-31 | $1.1M | 7.1k | 152.22 |
| 2019-12-31 | $1.9M | 9.1k | 209.52 |
| 2019-09-30 | $2.4M | 12k | 196.64 |
| 2019-06-30 | $2.6M | 13k | 193.97 |
| 2019-03-31 | $2.6M | 14k | 187.95 |
| 2018-12-31 | $2.3M | 14k | 160.16 |
| 2018-09-30 | $2.8M | 15k | 189.44 |
| 2018-06-30 | $3.0M | 16k | 183.55 |
| 2018-03-31 | $3.2M | 18k | 181.36 |
| 2017-12-31 | $3.3M | 18k | 185.61 |
| 2017-09-30 | $3.2M | 18k | 174.78 |
| 2017-06-30 | $3.2M | 19k | 168.76 |
| 2017-03-31 | $3.2M | 19k | 166.60 |
| 2016-12-31 | $2.9M | 19k | 157.26 |
| 2016-09-30 | $2.4M | 16k | 154.41 |
| 2016-06-30 | $2.4M | 16k | 149.42 |
| 2016-03-31 | $718k | 4.9k | 145.55 |
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