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Spdr Index Shs Fds s&p north amer shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Spdr Index Shs Fds s&p north amer (NANR) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Spdr Index Shs Fds s&p north amer

Tip: Access up to 7 years of quarterly data

All positions including Spdr Index Shs Fds s&p north amer 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 Index Shs Fds s&p north amer by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $19k 250 75.50
2023-09-30 $11k 200 52.94
2023-06-30 $10k 200 51.51
2023-03-31 $11k 200 53.63
2022-12-31 $11k 200 54.22
2022-09-30 $9.0k 200 45.00
2022-06-30 $9.0k 200 45.00
2022-03-31 $11k 200 55.00

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Russell 3000 Etf (IWV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Apple (AAPL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Norfolk Southern (NSC)
NVIDIA Corporation (NVDA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Core Msci Total (IXUS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for Geneos Wealth Management

Top funds holding Spdr Index Shs Fds s&p north amer

Financial Engines Advisors L.L.C
Capital Wealth Management
LPL Financial
Morgan Stanley
Baird Financial
Cornerstone Planning Group
Franklin Resources
XML Financial
Bank of America Corporation
P.J. Schmidt Investment Management
CFS Investment Advisory Services
CWM
Goldman Sachs Group
Mariner Wealth Advisors
Fiduciary Alliance

View all funds holding Spdr Index Shs Fds s&p north amer