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Innovator Etfs Tr S&p 500 Pwr Bu shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr S&p 500 Pwr Bu (PJUN) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Innovator Etfs Tr S&p 500 Pwr Bu

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All positions including Innovator Etfs Tr S&p 500 Pwr Bu held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr S&p 500 Pwr Bu by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $23k 550 41.88
2022-06-30 $124k 4.3k 29.18
2022-03-31 $136k 4.3k 32.00
2021-12-31 $136k 4.3k 32.00
2021-09-30 $142k 4.6k 31.21
2021-06-30 $142k 4.6k 31.21
2021-03-31 $139k 4.6k 30.55
2020-12-31 $139k 4.6k 30.55
2020-09-30 $139k 4.8k 28.73
2020-06-30 $133k 4.8k 27.49
2020-03-31 $119k 4.8k 24.60
2019-12-31 $131k 4.8k 27.08
2019-09-30 $127k 4.8k 26.25
2019-06-30 $127k 4.8k 26.25

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Total (IXUS)
Putnam Etf Trust Focused Lar Cap (PVAL)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding Innovator Etfs Tr S&p 500 Pwr Bu

Alliancebernstein
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Advisor Group Holdings
Colony
HighTower Advisors
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Raymond James Financial
Cetera Investment Advisers
LPL Financial
Envestnet Asset Management
McAdam
Brookstone Capital Management
CoreCap Advisors

View all funds holding Innovator Etfs Tr S&p 500 Pwr Bu