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Kelly Strategic Etf Trust shares owned by GeoWealth Management

Quarter-by-quarter ownership of Kelly Strategic Etf Trust (RUNN) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Kelly Strategic Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Kelly Strategic Etf Trust held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Kelly Strategic Etf Trust by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.6M 252k 34.27
2025-06-30 $8.3M 246k 33.84
2025-03-31 $7.6M 235k 32.43
2024-12-31 $7.3M 222k 32.77

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding Kelly Strategic Etf Trust

Boulay Financial Advisors
Royal Bank of Canada
Kovitz Investment Group Partners
Tradition Wealth Management
Mutual Advisors
Boyum Wealth Architects
Financial Designs Corp
GeoWealth Management
Apexium Financial
Mml Investors Services
MBL Wealth
Ausdal Financial Partners
Ted Buchan & Co
Ohe Financial
Freedom Financial Partners

View all funds holding Kelly Strategic Etf Trust