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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

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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
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

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Intermed Term (BIV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Geneos Wealth Management

Top funds holding iShares S&P US Pref Stock Idx Fnd

Bank of America Corporation
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Mariner Wealth Advisors
Global Assets Advisory
Us Bancorp
Rockefeller Capital Management
Commonwealth Equity Services
Wright Fund Managment
Orgel Wealth Management
Branch Banking & Trust Company
Advisor Group Holdings
Deutsche Bank Aktiengesellschaft
Janney Montgomery Scott

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