Ishares Tr shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $111k | 2.0k | 55.69 |
| 2024-03-31 | $113k | 2.1k | 53.81 |
| 2023-12-31 | $109k | 2.3k | 48.29 |
| 2023-09-30 | $98k | 2.3k | 43.32 |
| 2023-06-30 | $100k | 2.3k | 44.56 |
| 2023-03-31 | $92k | 2.2k | 41.44 |
| 2022-12-31 | $87k | 2.2k | 39.01 |
| 2022-09-30 | $80k | 2.2k | 35.89 |
| 2022-06-30 | $83k | 2.2k | 38.18 |
| 2022-03-31 | $96k | 2.2k | 44.16 |
| 2021-12-31 | $2.8M | 60k | 46.55 |
| 2021-09-30 | $2.5M | 59k | 42.44 |
| 2021-06-30 | $132k | 3.1k | 42.94 |
| 2021-03-31 | $119k | 2.8k | 41.95 |
| 2020-12-31 | $115k | 2.8k | 40.54 |
| 2020-09-30 | $213k | 6.6k | 32.48 |
| 2020-06-30 | $229k | 7.6k | 30.10 |
| 2020-03-31 | $249k | 9.5k | 26.17 |
| 2019-12-31 | $829k | 24k | 34.48 |
| 2019-09-30 | $751k | 24k | 31.79 |
| 2019-06-30 | $707k | 22k | 31.76 |
| 2019-03-31 | $482k | 16k | 30.98 |
| 2018-12-31 | $310k | 11k | 27.57 |
| 2018-09-30 | $134k | 4.0k | 33.60 |
| 2018-06-30 | $71k | 2.2k | 31.81 |
| 2018-03-31 | $126k | 4.0k | 31.29 |
| 2017-12-31 | $140k | 4.4k | 31.62 |
| 2017-09-30 | $136k | 4.6k | 29.77 |
| 2017-06-30 | $161k | 5.6k | 28.66 |
| 2017-03-31 | $116k | 4.2k | 27.76 |
| 2016-12-31 | $61k | 2.3k | 26.52 |