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iShares Dow Jones US Healthcare shares owned by Geneos Wealth Management

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

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

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All positions including iShares Dow Jones US Healthcare 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 Healthcare by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $738k 13k 58.72
2025-06-30 $709k 13k 56.48
2025-03-31 $964k 16k 60.89
2024-12-31 $490k 8.4k 58.27
2024-09-30 $540k 8.3k 65.00
2024-06-30 $540k 8.8k 61.27
2024-03-31 $537k 8.7k 61.90
2023-12-31 $516k 1.8k 286.25
2023-09-30 $519k 1.9k 270.14
2023-06-30 $451k 1.6k 280.34
2023-03-31 $398k 1.5k 273.13
2022-12-31 $381k 1.3k 283.74
2022-09-30 $339k 1.3k 252.42
2022-06-30 $740k 2.7k 271.96
2022-03-31 $785k 2.7k 288.50
2021-12-31 $863k 2.9k 300.17
2021-09-30 $839k 3.0k 275.62
2021-06-30 $844k 3.0k 277.27
2021-03-31 $806k 3.1k 262.71
2020-12-31 $857k 3.4k 250.95
2020-09-30 $1.0M 4.7k 221.99
2020-06-30 $1.3M 6.2k 210.40
2020-03-31 $1.2M 6.7k 179.92
2019-12-31 $1.5M 6.9k 216.31
2019-09-30 $1.3M 7.0k 187.26
2019-06-30 $1.5M 7.9k 195.24
2019-03-31 $3.4M 17k 193.77
2018-12-31 $5.5M 31k 178.27
2018-09-30 $4.6M 23k 204.00
2018-06-30 $916k 5.1k 178.11
2018-03-31 $1.0M 5.8k 172.49
2017-12-31 $1.1M 6.3k 174.16
2017-09-30 $820k 4.8k 171.80
2017-06-30 $833k 5.0k 166.13
2017-03-31 $824k 5.3k 155.71
2016-12-31 $793k 5.5k 144.05
2016-09-30 $878k 5.8k 150.19
2016-06-30 $887k 5.9k 149.30
2016-03-31 $880k 6.2k 142.28

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 Dow Jones US Healthcare

LPL Financial
UBS Group
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Manufacturers Life Insurance Company
Royal Bank of Canada
Raymond James Financial
Green Harvest Asset Management
Goldman Sachs Group
Fil
Commonwealth Equity Services
Oakworth Capital
Advisor Group Holdings
California Capital Advisors
Kestra Advisory Services

View all funds holding iShares Dow Jones US Healthcare