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iShares S&P Global Consumer Staple shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares S&P Global Consumer Staple (KXI) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares S&P Global Consumer Staple

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Consumer Staple 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 S&P Global Consumer Staple by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $54k 888 60.29
2024-09-30 $58k 888 65.75
2024-06-30 $65k 1.1k 60.11
2024-03-31 $66k 1.1k 61.03
2023-12-31 $69k 1.2k 59.29
2023-09-30 $67k 1.2k 57.06
2023-06-30 $67k 1.1k 61.19
2023-03-31 $67k 1.1k 61.95
2022-12-31 $65k 1.1k 59.64
2022-09-30 $58k 1.1k 53.31
2022-06-30 $63k 1.1k 57.90
2022-03-31 $67k 1.1k 61.58
2021-12-31 $70k 1.1k 64.34
2021-09-30 $65k 1.1k 59.74
2021-06-30 $66k 1.1k 60.66
2021-03-31 $68k 1.1k 59.75
2020-12-31 $63k 1.1k 55.36
2020-09-30 $59k 1.1k 54.23
2020-06-30 $162k 3.2k 50.82
2020-03-31 $149k 3.2k 46.74
2019-12-31 $177k 3.2k 55.52
2019-09-30 $174k 3.2k 54.58
2019-06-30 $167k 3.2k 52.38
2019-03-31 $164k 3.2k 51.44
2018-12-31 $3.2M 69k 45.89
2018-09-30 $160k 3.2k 50.19
2018-06-30 $53k 1.1k 48.71
2018-03-31 $54k 544 99.26
2017-12-31 $158k 1.5k 105.76
2017-09-30 $55k 544 101.10
2017-06-30 $55k 544 101.10
2017-03-31 $47k 474 99.16
2016-12-31 $43k 474 90.72
2016-09-30 $47k 474 99.16
2016-06-30 $56k 567 98.77
2016-03-31 $46k 474 97.05

More positions owned by Geneos Wealth Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
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)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)

View all positions for Geneos Wealth Management

Top funds holding iShares S&P Global Consumer Staple

Fisher Investments
BlackRock
Federation des caisses Desjardins du Quebec
Morningstar Investment Management
UBS Group
LPL Financial
Money Design
Envestnet Asset Management
Wells Fargo & Company
ICICI Prudential Asset Management
Creative Planning
Bank of America Corporation
Susquehanna International
Branch Banking & Trust Company
Ameriprise Financial

View all funds holding iShares S&P Global Consumer Staple