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SPDR DJ Wilshire Mid Cap Growth shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Growth (MDYG) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in SPDR DJ Wilshire Mid Cap Growth

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Mid Cap Growth held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Growth by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.3M 27k 84.06
2024-03-31 $2.9M 33k 87.29
2023-12-31 $1.7M 23k 75.67
2023-09-30 $1.8M 26k 69.14
2023-06-30 $1.5M 21k 71.65
2023-03-31 $1.4M 21k 68.44
2022-12-31 $1.0M 15k 65.34
2022-09-30 $938k 16k 60.30
2022-06-30 $885k 14k 61.63
2022-03-31 $1.0M 14k 74.17
2021-12-31 $1.2M 14k 81.48
2021-09-30 $936k 12k 76.43
2021-06-30 $954k 12k 77.88
2021-03-31 $995k 13k 78.20
2020-12-31 $827k 13k 63.54
2020-09-30 $563k 10k 55.94
2020-06-30 $538k 10k 52.07
2020-03-31 $424k 10k 41.91
2019-12-31 $561k 9.8k 57.12
2019-09-30 $491k 9.2k 53.30
2019-06-30 $507k 9.4k 54.18
2019-03-31 $496k 9.5k 52.47
2018-12-31 $342k 7.6k 45.23
2018-09-30 $360k 6.4k 55.87
2018-06-30 $311k 5.8k 53.85
2018-03-31 $278k 1.8k 156.88
2017-12-31 $286k 1.8k 155.18
2017-09-30 $171k 1.2k 146.91
2017-06-30 $166k 1.2k 142.61
2017-03-31 $136k 979 138.92
2016-12-31 $19k 144 131.94
2016-09-30 $15k 121 123.97
2016-06-30 $14k 121 115.70
2016-03-31 $14k 121 115.70

More positions owned by Geneos Wealth Management

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)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding SPDR DJ Wilshire Mid Cap Growth

Citigroup
LPL Financial
Financial Engines Advisors L.L.C
Benjamin Edwards
Parcion Private Wealth
Envestnet Asset Management
AE Wealth Management
Confluence Investment Management
Stifel Financial
Financial Advisory Service
Benjamin F. Edwards & Company
Wellspring Financial Advisors
First National Trust Company
NorthRock Partners
Wells Fargo & Company

View all funds holding SPDR DJ Wilshire Mid Cap Growth