Geneos Wealth Management »

MRGN STNLY PTHWY SML Cap Eqty ETF shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of MRGN STNLY PTHWY SML Cap Eqty ETF (MSSM) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in MRGN STNLY PTHWY SML Cap Eqty ETF

Tip: Access up to 7 years of quarterly data

All positions including MRGN STNLY PTHWY SML Cap Eqty ETF 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 MRGN STNLY PTHWY SML Cap Eqty ETF by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6k 32 50.84
2025-06-30 $1.5k 32 46.63
2025-03-31 $1.4k 32 43.16

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 Russell 3000 Etf (IWV)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Total (IXUS)
Putnam Etf Trust Focused Lar Cap (PVAL)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding MRGN STNLY PTHWY SML Cap Eqty ETF

Susquehanna International
Brian McDonald
Jane Street
Citadel Advisors
UBS Group
Aventura Private Wealth
Royal Bank of Canada
Wells Fargo & Company
Trust Co Of Vermont
Northwestern Mutual Wealth Management Company
Beaird Harris Wealth Management
Advisor Group Holdings
Global Retirement Partners
IFP Advisors
Sontag Advisory

View all funds holding MRGN STNLY PTHWY SML Cap Eqty ETF