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SPDR Dow Jones Global Real Estate shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of SPDR Dow Jones Global Real Estate (RWO) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in SPDR Dow Jones Global Real Estate

Tip: Access up to 7 years of quarterly data

All positions including SPDR Dow Jones Global Real Estate held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Dow Jones Global Real Estate by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.7k 215 45.02
2025-09-30 $9.8k 215 45.77
2025-06-30 $9.5k 215 44.14
2025-03-31 $9.4k 215 43.64
2024-12-31 $24k 558 42.89
2024-09-30 $10k 215 47.53
2024-06-30 $30k 715 41.53
2024-03-31 $31k 715 42.82
2023-12-31 $31k 715 43.71
2023-09-30 $27k 715 38.20
2023-06-30 $29k 715 41.07
2023-03-31 $53k 1.3k 41.16
2022-12-31 $53k 1.3k 40.90
2022-09-30 $63k 1.6k 38.53
2022-06-30 $88k 2.0k 44.49
2022-03-31 $106k 2.0k 53.59
2021-12-31 $111k 2.0k 56.12
2021-09-30 $102k 2.0k 51.57
2021-06-30 $84k 1.6k 51.38
2021-03-31 $603k 12k 50.25
2020-12-31 $70k 13k 5.53
2020-09-30 $57k 1.5k 38.38
2020-06-30 $57k 1.5k 38.38
2020-03-31 $53k 1.5k 35.69
2019-12-31 $76k 1.5k 51.18
2019-09-30 $91k 1.8k 51.65
2019-06-30 $87k 1.8k 49.38
2019-03-31 $63k 1.3k 49.92
2018-12-31 $79k 1.8k 43.82
2018-09-30 $101k 2.1k 47.17
2018-06-30 $56k 1.2k 47.54
2018-03-31 $44k 963 45.69
2017-12-31 $63k 1.3k 48.35
2017-09-30 $41k 877 46.75
2017-06-30 $39k 819 47.62
2017-03-31 $31k 664 46.69
2016-12-31 $969k 21k 46.82
2016-09-30 $1.1M 22k 49.78
2016-06-30 $1.3M 25k 50.35
2016-03-31 $1.4M 29k 48.76

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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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 SPDR Dow Jones Global Real Estate

State Street Corporation
Huntington National Bank
Bank of New York Mellon
Goldman Sachs Group
Quent Long Short Global Small Cap Fund
Quent Capital
Hsbc Holdings
Envestnet Asset Management
Raymond James Financial
Mariner Wealth Advisors
Brighton Jones
LPL Financial
Modera Wealth Management
Streettalk Advisors
Addis & Hill

View all funds holding SPDR Dow Jones Global Real Estate