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Ishares Tr shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Ishares Tr (ITDE) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 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 Tr by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $45k 1.3k 35.91
2025-06-30 $42k 1.3k 33.63
2025-03-31 $34k 1.1k 30.74

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

Top funds holding Ishares Tr

Susquehanna International
Sunbelt Securities
Geneos Wealth Management
Royal Bank of Canada
UBS Group
Advisor Group Holdings
MAI Wealth Advisors

View all funds holding Ishares Tr