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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

Dec 292024Jan 122025Jan 26Feb 9Feb 23Mar 9Mar 2330.2k30.3k30.4k30.5k11681,168.511691,169.51170
Value ($)Share countHistorical MAXJ position of Geneos Wealth Management Source: stockzoa.comValue ($)Share count

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Quarterly reported holdings in Ishares Tr by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $30k 1.2k 25.79
2024-12-31 $31k 1.2k 26.14

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Min Vol (USMV)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Geneos Wealth Management

Top funds holding Ishares Tr

Amplius Wealth Advisors
Strategic Blueprint
BlackRock
Balboa Wealth Partners
J. L. Bainbridge & Co
Resources Investment Advisors
HighTower Advisors
Panoramic Investment Advisors
Snowden Capital Advisors
CRA Financial Services
Axxcess Wealth Management
Old Mission Capital
Susquehanna International
Middleton & Company
Citadel Advisors

View all funds holding Ishares Tr