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Northern Lts Fd Tr Iv shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (PTL) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Northern Lts Fd Tr Iv

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0013.120408M3.1204085M3.120409M3.1204095M3.12041M14.628k14.6285k14.629k14.6295k14.63k
Value ($)Share countHistorical PTL position of Geneos Wealth Management Source: stockzoa.comValue ($)Share count

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All positions including Northern Lts Fd Tr Iv held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Iv by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.1M 15k 213.30