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Ishares Tr Msci Usa Momentum Factor shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Ishares Tr Msci Usa Momentum Factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Msci Usa Momentum Factor held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.1M 11k 194.87
2024-03-31 $2.2M 12k 187.35
2023-12-31 $1.8M 11k 156.89
2023-09-30 $1.6M 11k 139.69
2023-06-30 $1.6M 11k 144.24
2023-03-31 $1.4M 10k 139.04
2022-12-31 $1.0M 6.9k 145.94
2022-09-30 $998k 7.6k 131.13
2022-06-30 $1.7M 12k 137.78
2022-03-31 $2.1M 12k 168.23
2021-12-31 $2.0M 11k 181.75
2021-09-30 $1.8M 10k 177.33
2021-06-30 $1.8M 10k 173.91
2021-03-31 $2.7M 16k 172.18
2020-12-31 $1.7M 17k 103.57
2020-09-30 $1.8M 13k 143.95
2020-06-30 $1.7M 13k 127.40
2020-03-31 $1.5M 14k 106.38
2019-12-31 $2.1M 17k 125.90
2019-09-30 $5.3M 45k 118.53
2019-06-30 $5.5M 46k 118.60
2019-03-31 $1.8M 16k 112.17
2018-12-31 $2.2M 22k 98.89
2018-09-30 $2.5M 21k 118.97
2018-06-30 $2.1M 20k 109.66
2018-03-31 $1.4M 14k 105.91
2017-12-31 $478k 4.6k 102.93
2017-09-30 $412k 4.3k 95.48
2017-06-30 $768k 8.6k 88.81
2017-03-31 $344k 4.2k 82.57
2016-12-31 $380k 5.0k 75.76
2016-09-30 $375k 4.9k 77.30
2016-06-30 $130k 1.7k 76.43
2016-03-31 $86k 1.2k 73.19

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 Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
Raymond James & Associates
Assetmark
BlackRock
Morgan Stanley
State Treasurer State Of Michigan
Bank of America Corporation
Ronald Blue Trust
HPM Partners
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
BlackRock
Savant Capital Management
CI Private Wealth

View all funds holding Ishares Tr Msci Usa Momentum Factor