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Collaborative Investmnt Ser shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RSEE) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

All positions including Collaborative Investmnt Ser held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.3k 250 33.08
2025-06-30 $7.6k 250 30.28
2025-03-31 $6.9k 250 27.60
2024-12-31 $7.1k 250 28.49

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 Collaborative Investmnt Ser

Belpointe Asset Management
Clear Creek Financial Management
Janney Montgomery Scott
Gts Securities
Ascension Capital Advisors
Atria Investments
Able Wealth Management
Advisor Group Holdings
MAI Wealth Advisors
Geneos Wealth Management
UBS Group
AE Wealth Management

View all funds holding Collaborative Investmnt Ser