Geneos Wealth Management »

iShares S&P US Pref Stock Idx Fnd shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares S&P US Pref Stock Idx Fnd

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P US Pref Stock Idx Fnd 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 iShares S&P US Pref Stock Idx Fnd by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.3M 104k 31.55
2024-03-31 $3.7M 114k 32.23
2023-12-31 $3.9M 125k 31.19
2023-09-30 $4.4M 145k 30.15
2023-06-30 $4.8M 156k 30.93
2023-03-31 $5.7M 181k 31.22
2022-12-31 $5.3M 175k 30.53
2022-09-30 $6.1M 193k 31.67
2022-06-30 $7.0M 213k 33.02
2022-03-31 $7.0M 193k 36.42
2021-12-31 $7.5M 190k 39.43
2021-09-30 $7.1M 183k 38.63
2021-06-30 $6.6M 168k 39.30
2021-03-31 $8.3M 214k 38.72
2020-12-31 $6.0M 216k 27.87
2020-09-30 $5.4M 148k 36.22
2020-06-30 $5.1M 147k 34.47
2020-03-31 $7.3M 232k 31.47
2019-12-31 $8.5M 227k 37.51
2019-09-30 $7.5M 200k 37.41
2019-06-30 $7.3M 199k 36.85
2019-03-31 $7.2M 198k 36.55
2018-12-31 $7.7M 227k 33.90
2018-09-30 $9.3M 249k 37.17
2018-06-30 $9.2M 243k 37.71
2018-03-31 $7.9M 211k 37.56
2017-12-31 $7.0M 185k 38.07
2017-09-30 $7.1M 185k 38.72
2017-06-30 $8.6M 220k 39.17
2017-03-31 $8.3M 213k 39.10
2016-12-31 $6.7M 180k 37.21
2016-09-30 $7.0M 177k 39.50
2016-06-30 $5.7M 143k 39.85
2016-03-31 $4.9M 128k 38.59

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 S&P US Pref Stock Idx Fnd

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
Royal Bank of Canada
Mariner Wealth Advisors
BlackRock
BlackRock
Us Bancorp
Commonwealth Equity Services
Orgel Wealth Management
CliftonLarsonAllen Wealth Advisors
First Interstate Bank
Charles Schwab Investment Management

View all funds holding iShares S&P US Pref Stock Idx Fnd