iShares Morningstar Small Growth shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.8k | 86 | 44.00 |
| 2023-09-30 | $5.4k | 140 | 38.76 |
| 2023-06-30 | $6.3k | 152 | 41.41 |
| 2023-03-31 | $5.9k | 152 | 38.98 |
| 2022-12-31 | $5.5k | 152 | 36.04 |
| 2022-09-30 | $5.0k | 152 | 32.89 |
| 2022-06-30 | $5.0k | 152 | 32.89 |
| 2022-03-31 | $6.0k | 152 | 39.47 |
| 2021-12-31 | $7.0k | 152 | 46.05 |
| 2021-09-30 | $7.0k | 152 | 46.05 |
| 2021-06-30 | $7.0k | 152 | 46.05 |
| 2021-03-31 | $7.0k | 152 | 46.05 |
| 2020-12-31 | $5.0k | 17 | 294.12 |
| 2020-03-31 | $35k | 220 | 159.09 |
| 2019-12-31 | $46k | 220 | 209.09 |
| 2019-09-30 | $42k | 220 | 190.91 |
| 2019-06-30 | $44k | 220 | 200.00 |
| 2019-03-31 | $27k | 140 | 192.86 |
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