Ishares Morningstar shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Ishares Morningstar
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Quarterly reported holdings in Ishares Morningstar by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $93k | 4.7k | 19.84 |
| 2024-03-31 | $94k | 4.7k | 19.93 |
| 2023-12-31 | $109k | 5.4k | 20.12 |
| 2023-09-30 | $207k | 11k | 19.04 |
| 2023-06-30 | $286k | 15k | 19.52 |
| 2023-03-31 | $399k | 21k | 19.25 |
| 2022-12-31 | $540k | 29k | 18.98 |
| 2022-09-30 | $624k | 34k | 18.33 |
| 2022-06-30 | $980k | 49k | 19.99 |
| 2022-03-31 | $1.2M | 55k | 22.36 |
| 2021-12-31 | $1.5M | 62k | 23.93 |
| 2021-09-30 | $1.3M | 52k | 24.06 |
| 2021-06-30 | $1.1M | 44k | 24.12 |
| 2021-03-31 | $1.1M | 47k | 23.74 |
| 2020-12-31 | $1.0M | 46k | 21.97 |
| 2020-09-30 | $1.2M | 51k | 22.43 |
| 2020-06-30 | $1.0M | 46k | 22.06 |
| 2020-03-31 | $885k | 44k | 20.18 |
| 2019-12-31 | $1.1M | 42k | 25.58 |
| 2019-09-30 | $990k | 40k | 24.89 |
| 2019-06-30 | $901k | 36k | 25.12 |
| 2019-03-31 | $776k | 31k | 24.69 |
| 2018-12-31 | $716k | 31k | 23.24 |
| 2018-09-30 | $808k | 33k | 24.72 |
| 2018-06-30 | $839k | 34k | 24.54 |
| 2018-03-31 | $892k | 36k | 24.96 |
| 2017-12-31 | $904k | 35k | 25.83 |
| 2017-09-30 | $851k | 33k | 25.86 |
| 2017-06-30 | $846k | 33k | 25.60 |
| 2017-03-31 | $796k | 32k | 25.16 |
| 2016-12-31 | $779k | 32k | 24.29 |
| 2016-09-30 | $872k | 35k | 25.28 |
| 2016-06-30 | $762k | 31k | 24.91 |
| 2016-03-31 | $733k | 31k | 24.07 |