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iShares S&P Global Energy Sector shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares S&P Global Energy Sector (IXC) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares S&P Global Energy Sector

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Energy Sector 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 Global Energy Sector by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $497k 12k 41.51
2024-03-31 $498k 12k 42.95
2023-12-31 $454k 12k 39.11
2023-09-30 $503k 12k 41.26
2023-06-30 $537k 14k 37.22
2023-03-31 $702k 19k 37.76
2022-12-31 $765k 20k 38.99
2022-09-30 $707k 21k 33.29
2022-06-30 $543k 16k 34.08
2022-03-31 $688k 19k 36.15
2021-12-31 $531k 19k 27.47
2021-09-30 $512k 19k 27.48
2021-06-30 $502k 19k 26.94
2021-03-31 $446k 18k 24.67
2020-12-31 $509k 20k 25.18
2020-09-30 $415k 25k 16.58
2020-06-30 $481k 25k 19.05
2020-03-31 $313k 20k 16.01
2019-12-31 $384k 13k 30.82
2019-09-30 $302k 9.8k 30.75
2019-06-30 $495k 15k 32.45
2019-03-31 $514k 15k 33.69
2018-12-31 $325k 11k 29.18
2018-09-30 $351k 9.3k 37.70
2018-06-30 $316k 8.5k 37.28
2018-03-31 $199k 5.9k 33.91
2017-12-31 $212k 6.0k 35.52
2017-09-30 $202k 6.0k 33.85
2017-06-30 $102k 3.3k 31.01
2017-03-31 $138k 4.2k 33.10
2016-12-31 $145k 4.2k 34.78
2016-09-30 $111k 3.4k 32.61
2016-06-30 $90k 2.8k 32.27
2016-03-31 $117k 4.0k 28.90

More positions owned by Geneos Wealth Management

Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Envestnet Asset Management
Manufacturers Life Insurance Company
LPL Financial
Susquehanna International
Jane Street
Wells Fargo & Company
Verger Capital Management
Versant Capital Management
Goldman Sachs Group
Raymond James Financial Services Advisors
Money Design

View all funds holding iShares S&P Global Energy Sector