iShares S&P 500 Index shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index 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 S&P 500 Index by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $132M | 198k | 669.30 |
| 2025-06-30 | $123M | 198k | 620.90 |
| 2025-03-31 | $123M | 218k | 561.90 |
| 2024-12-31 | $84M | 143k | 588.68 |
| 2024-09-30 | $80M | 139k | 576.82 |
| 2024-06-30 | $77M | 140k | 547.23 |
| 2024-03-31 | $67M | 128k | 525.73 |
| 2023-12-31 | $65M | 135k | 477.63 |
| 2023-09-30 | $88M | 206k | 429.43 |
| 2023-06-30 | $91M | 204k | 445.71 |
| 2023-03-31 | $63M | 154k | 411.08 |
| 2022-12-31 | $76M | 196k | 384.21 |
| 2022-09-30 | $69M | 192k | 358.65 |
| 2022-06-30 | $83M | 216k | 383.09 |
| 2022-03-31 | $88M | 194k | 453.69 |
| 2021-12-31 | $96M | 202k | 476.57 |
| 2021-09-30 | $103M | 235k | 435.94 |
| 2021-06-30 | $100M | 229k | 435.69 |
| 2021-03-31 | $103M | 245k | 418.91 |
| 2020-12-31 | $96M | 257k | 374.64 |
| 2020-09-30 | $79M | 240k | 329.92 |
| 2020-06-30 | $69M | 230k | 301.19 |
| 2020-03-31 | $60M | 236k | 254.20 |
| 2019-12-31 | $68M | 209k | 324.23 |
| 2019-09-30 | $60M | 203k | 296.87 |
| 2019-06-30 | $60M | 203k | 294.74 |
| 2019-03-31 | $58M | 205k | 284.58 |
| 2018-12-31 | $49M | 196k | 252.06 |
| 2018-09-30 | $66M | 224k | 292.84 |
| 2018-06-30 | $59M | 217k | 273.05 |
| 2018-03-31 | $56M | 213k | 264.22 |
| 2017-12-31 | $49M | 181k | 269.00 |
| 2017-09-30 | $39M | 155k | 252.93 |
| 2017-06-30 | $45M | 186k | 242.93 |
| 2017-03-31 | $71M | 299k | 237.27 |
| 2016-12-31 | $15M | 68k | 224.98 |
| 2016-09-30 | $12M | 55k | 217.56 |
| 2016-06-30 | $12M | 56k | 211.12 |
| 2016-03-31 | $6.4M | 31k | 207.97 |