Lattice Strategies Tr glb sm cp stra shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Lattice Strategies Tr glb sm cp stra (ROSC) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Lattice Strategies Tr glb sm cp stra
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Quarterly reported holdings in Lattice Strategies Tr glb sm cp stra by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.4k | 225 | 41.63 |
| 2023-12-31 | $9.3k | 225 | 41.49 |
| 2023-09-30 | $8.1k | 225 | 36.06 |
| 2023-06-30 | $8.3k | 225 | 37.04 |
| 2023-03-31 | $8.1k | 225 | 35.84 |
| 2022-12-31 | $8.0k | 225 | 35.68 |
| 2022-09-30 | $7.0k | 225 | 31.11 |
| 2022-06-30 | $7.0k | 225 | 31.11 |
| 2022-03-31 | $8.0k | 225 | 35.56 |
| 2021-03-31 | $504k | 13k | 37.92 |
| 2020-06-30 | $3.0k | 159 | 18.87 |
| 2020-03-31 | $3.0k | 159 | 18.87 |
| 2019-12-31 | $4.0k | 159 | 25.16 |
| 2019-09-30 | $4.0k | 155 | 25.81 |
| 2019-06-30 | $4.0k | 155 | 25.81 |
| 2019-03-31 | $4.0k | 154 | 25.97 |
| 2018-12-31 | $4.0k | 154 | 25.97 |
| 2018-09-30 | $4.0k | 151 | 26.49 |
| 2018-06-30 | $4.0k | 151 | 26.49 |
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