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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

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.00171227,122.571237,123.57124249249.5250250.5251
Value ($)Share countHistorical RSEE position of Geneos Wealth Management Source: stockzoa.comValue ($)Share count

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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
2024-12-31 $7.1k 250 28.49

More positions owned by Geneos Wealth Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)

View all positions for Geneos Wealth Management

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Clear Creek Financial Management
Ascension Capital Advisors
Susquehanna International
Sowell Financial Services
Jane Street
Wealthcare Advisory Partners
Geneos Wealth Management
AE Wealth Management

View all funds holding Collaborative Investmnt Ser