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iShares Dow Jones US Technology shares owned by Geneos Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4M 23k 195.86
2025-06-30 $3.9M 23k 173.27
2025-03-31 $3.3M 23k 140.44
2024-12-31 $1.6M 10k 159.52
2024-09-30 $1.5M 10k 151.62
2024-06-30 $1.5M 9.8k 150.50
2024-03-31 $1.3M 9.8k 135.06
2023-12-31 $1.2M 9.9k 122.75
2023-09-30 $1.1M 10k 104.92
2023-06-30 $1.1M 10k 108.87
2023-03-31 $892k 9.6k 92.81
2022-12-31 $802k 11k 74.49
2022-09-30 $789k 11k 73.31
2022-06-30 $1.1M 14k 79.89
2022-03-31 $1.5M 14k 103.01
2021-12-31 $2.3M 20k 114.81
2021-09-30 $2.1M 20k 102.54
2021-06-30 $2.1M 21k 100.76
2021-03-31 $2.0M 21k 93.03
2020-12-31 $1.9M 22k 86.69
2020-09-30 $1.8M 6.2k 294.31
2020-06-30 $1.5M 5.9k 263.08
2020-03-31 $1.0M 5.2k 199.00
2019-12-31 $1.1M 4.9k 233.61
2019-09-30 $968k 4.8k 202.30
2019-06-30 $977k 4.9k 197.85
2019-03-31 $955k 5.0k 190.58
2018-12-31 $849k 5.3k 158.72
2018-09-30 $1.1M 5.5k 193.86
2018-06-30 $941k 5.3k 178.15
2018-03-31 $908k 5.4k 168.18
2017-12-31 $1.7M 11k 162.72
2017-09-30 $721k 4.8k 149.80
2017-06-30 $648k 4.6k 139.56
2017-03-31 $607k 4.5k 134.11
2016-12-31 $1.3M 11k 120.17
2016-09-30 $1.1M 9.7k 118.95
2016-06-30 $497k 4.7k 105.25
2016-03-31 $516k 4.7k 109.28

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 Technology

Morgan Stanley
Green Harvest Asset Management
LPL Financial
Jpmorgan Chase & Co
Envestnet Asset Management
UBS Group
Royal Bank of Canada
Wells Fargo & Company
Raymond James Financial
Dynasty Wealth Management
RiverFront Investment Group
Ameriprise Financial
Hsbc Holdings
Advisor Group Holdings
Sagespring Wealth Partners

View all funds holding iShares Dow Jones US Technology