Geneos Wealth Management »

Listed Fd Tr shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Listed Fd Tr (METV) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Listed Fd Tr by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5k 75 20.65
2022-09-30 $84k 625 134.40
2022-06-30 $20k 125 160.00

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Min Vol (USMV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Norfolk Southern (NSC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding Listed Fd Tr

Northwestern Mutual Wealth Management Company
LPL Financial
Leavell Investment Management
GM Advisory
Apollon Wealth Management
Merit Financial Group
Evanson Asset Management
Citadel Advisors
Morgan Stanley
H D Vest Advisory Services
Q3 Asset Management
Banco BTG Pactual
Commonwealth Equity Services
Cetera Investment Advisers
Cambridge Investment Research Advisors

View all funds holding Listed Fd Tr