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iShares Dow Jones US Energy Sector shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares Dow Jones US Energy Sector

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US 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 Dow Jones US Energy Sector by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $27k 615 44.12
2023-09-30 $29k 615 47.43
2023-06-30 $26k 615 42.84
2023-03-31 $228k 5.2k 43.75
2022-12-31 $903k 19k 46.49
2022-09-30 $191k 4.9k 39.28
2022-06-30 $149k 3.9k 38.53
2022-03-31 $100k 2.5k 40.72
2021-12-31 $15k 520 28.85
2021-09-30 $76k 2.6k 29.09
2021-06-30 $77k 2.6k 29.47
2021-03-31 $108k 4.1k 26.37
2020-12-31 $133k 6.0k 22.32
2020-09-30 $92k 5.8k 15.95
2020-06-30 $115k 6.0k 19.27
2020-03-31 $123k 8.3k 14.87
2019-12-31 $377k 12k 32.00
2019-09-30 $290k 9.1k 31.90
2019-06-30 $312k 9.1k 34.32
2019-03-31 $340k 9.5k 35.98
2018-12-31 $296k 9.6k 30.91
2018-09-30 $411k 9.8k 41.92
2018-06-30 $518k 12k 41.88
2018-03-31 $611k 17k 36.96
2017-12-31 $664k 17k 39.63
2017-09-30 $619k 17k 37.37
2017-06-30 $562k 16k 35.45
2017-03-31 $603k 16k 38.49
2016-12-31 $693k 17k 41.51
2016-09-30 $679k 17k 38.98
2016-06-30 $1.3M 34k 38.55
2016-03-31 $568k 17k 34.27