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Global X Fds shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Global X Fds (NDIA) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $12k 400 28.65
2025-06-30 $12k 400 30.74

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Spdr S P 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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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 Global X Fds

Boothe Investment Group
Mirae Asset Global Etfs Holdings
Royal Bank of Canada
Empire Financial Management Company
IHT Wealth Management
Susquehanna International
Old Mission Capital
Jane Street
Geneos Wealth Management
Federation des caisses Desjardins du Quebec
Nbc Securities
Creative Financial Designs
UBS Group

View all funds holding Global X Fds