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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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 |
|---|---|---|---|
| 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 |
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