Ishares Tr shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Ishares Tr (MAXJ) 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 |
|---|---|---|---|
| 2025-09-30 | $98k | 3.5k | 28.05 |
| 2025-06-30 | $97k | 3.5k | 27.51 |
| 2025-03-31 | $30k | 1.2k | 25.79 |
| 2024-12-31 | $31k | 1.2k | 26.14 |