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Northern Lts Fd Tr Iv inspire smal etf shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv inspire smal etf (ISMD) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Northern Lts Fd Tr Iv inspire smal etf

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All positions including Northern Lts Fd Tr Iv inspire smal etf held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Iv inspire smal etf by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $53k 1.5k 34.63
2024-03-31 $52k 1.5k 36.01
2023-12-31 $51k 1.5k 34.70
2023-09-30 $44k 1.5k 30.39
2023-06-30 $47k 1.5k 32.13
2023-03-31 $273k 8.8k 31.04
2022-12-31 $267k 8.9k 30.11
2022-09-30 $256k 9.4k 27.30
2022-06-30 $223k 7.7k 28.82
2022-03-31 $53k 1.6k 32.80
2021-12-31 $40k 1.2k 34.57
2021-09-30 $40k 1.0k 39.96
2021-06-30 $10k 296 33.78
2021-03-31 $10k 296 33.78
2020-12-31 $10k 295 33.90
2020-09-30 $4.0k 203 19.70
2020-06-30 $4.0k 202 19.80
2020-03-31 $3.0k 201 14.93
2019-12-31 $5.0k 201 24.88
2019-09-30 $5.0k 200 25.00
2019-06-30 $5.0k 200 25.00
2019-03-31 $5.0k 200 25.00
2018-12-31 $4.0k 200 20.00
2018-09-30 $5.0k 200 25.00