Geneos Wealth Management »

iShares Dow Jones US Real Estate shares owned by Geneos Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Real Estate held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Real Estate by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $453k 5.2k 87.74
2024-03-31 $5.3M 59k 89.90
2023-12-31 $5.1M 56k 91.41
2023-09-30 $4.4M 56k 78.14
2023-06-30 $4.8M 55k 86.54
2023-03-31 $4.6M 54k 84.90
2022-12-31 $4.5M 53k 84.19
2022-09-30 $4.1M 51k 81.42
2022-06-30 $4.4M 47k 93.70
2022-03-31 $5.6M 52k 108.22
2021-12-31 $5.9M 51k 116.13
2021-09-30 $5.1M 49k 103.81
2021-06-30 $4.9M 48k 102.68
2021-03-31 $4.7M 48k 99.17
2020-12-31 $4.4M 47k 92.67
2020-09-30 $3.4M 43k 78.59
2020-06-30 $3.2M 41k 76.48
2020-03-31 $2.8M 40k 70.19
2019-12-31 $3.5M 38k 92.47
2019-09-30 $3.5M 37k 93.18
2019-06-30 $3.0M 34k 87.31
2019-03-31 $3.0M 34k 87.02
2018-12-31 $2.3M 31k 74.71
2018-09-30 $2.3M 28k 80.00
2018-06-30 $2.0M 24k 80.57
2018-03-31 $1.6M 21k 75.44
2017-12-31 $1.3M 16k 80.97
2017-09-30 $792k 9.9k 79.85
2017-06-30 $608k 7.6k 79.73
2017-03-31 $591k 7.5k 78.49
2016-12-31 $586k 7.6k 76.91
2016-09-30 $625k 7.8k 80.60
2016-06-30 $639k 7.8k 82.28
2016-03-31 $604k 7.8k 77.86

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 Dow Jones US Real Estate

Barclays
Jane Street
WealthNavi
Cibc World Markets
Bank of America Corporation
Susquehanna International
Morgan Stanley
Citadel Advisors
Bnp Paribas Arbitrage, Snc
One William Street Capital Management
Goldman Sachs Group
Wolverine Trading
Squarepoint Ops
BlackRock
Twin Tree Management

View all funds holding iShares Dow Jones US Real Estate