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Engine No 1 Etf Trust shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Engine No 1 Etf Trust (PWRD) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Engine No 1 Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Engine No 1 Etf Trust held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Engine No 1 Etf Trust by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $709k 7.3k 97.69
2025-06-30 $276k 3.1k 90.17
2025-03-31 $38k 549 69.75

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 Msci Usa Min Vol (USMV)
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 Engine No 1 Etf Trust

Dynasty Wealth Management
Sagespring Wealth Partners
Jpmorgan Chase & Co
LPL Financial
Raymond James Financial
Unique Wealth
Aspiriant
WCG Wealth Advisors
Procyon Private Wealth Partners
Partners Capital Investment Group
Thrivent Financial for Lutherans
Venture Visionary Partners
Quadcap Wealth Management
Envestnet Asset Management
Albion Financial Group

View all funds holding Engine No 1 Etf Trust