Geneos Wealth Management »

Elevation Series Trust shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Elevation Series Trust (QBER) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust 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 Elevation Series Trust by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $11k 476 23.95
2025-09-30 $18k 719 24.63

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 Elevation Series Trust

AE Wealth Management
Lloyd Advisory Services
Mid-American Wealth Advisory Group
FSR Wealth Management
Outlook Wealth Advisors
Authentikos Wealth Advisory
SMART Wealth
TrueMark Investments
Howard Bailey Securities
B.O.S.S. Retirement Advisors
Csenge Advisory Group
Family Wealth Group
LifeWealth Investments
Networth Advisors
Aegis Wealth Management

View all funds holding Elevation Series Trust