SPDR DJ Wilshire REIT shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in SPDR DJ Wilshire REIT
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Quarterly reported holdings in SPDR DJ Wilshire REIT by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 17k | 95.32 |
| 2023-09-30 | $1.5M | 18k | 82.94 |
| 2023-06-30 | $1.8M | 20k | 90.44 |
| 2023-03-31 | $1.6M | 18k | 88.78 |
| 2022-12-31 | $1.4M | 16k | 87.15 |
| 2022-09-30 | $1.2M | 14k | 84.23 |
| 2022-06-30 | $1.1M | 11k | 96.67 |
| 2022-03-31 | $1.2M | 9.9k | 117.31 |
| 2021-12-31 | $693k | 5.7k | 122.14 |
| 2021-09-30 | $465k | 4.3k | 106.95 |
| 2021-06-30 | $486k | 4.6k | 105.68 |
| 2021-03-31 | $478k | 4.7k | 102.07 |
| 2020-12-31 | $460k | 4.9k | 94.07 |
| 2020-09-30 | $355k | 4.6k | 76.66 |
| 2020-06-30 | $373k | 4.9k | 75.87 |
| 2020-03-31 | $464k | 6.4k | 72.85 |
| 2019-12-31 | $617k | 6.1k | 100.95 |
| 2019-09-30 | $577k | 5.5k | 104.55 |
| 2019-06-30 | $494k | 5.0k | 98.62 |
| 2019-03-31 | $236k | 2.4k | 98.62 |
| 2018-12-31 | $135k | 1.6k | 85.39 |
| 2018-09-30 | $250k | 2.7k | 92.94 |
| 2018-06-30 | $49k | 526 | 93.16 |
| 2018-03-31 | $42k | 498 | 84.34 |
| 2017-12-31 | $51k | 548 | 93.07 |
| 2017-09-30 | $50k | 548 | 91.24 |
| 2017-06-30 | $50k | 547 | 91.41 |
| 2017-03-31 | $33k | 358 | 92.18 |
| 2016-12-31 | $33k | 357 | 92.44 |
| 2016-09-30 | $34k | 356 | 95.51 |
| 2016-06-30 | $34k | 345 | 98.55 |
| 2016-03-31 | $61k | 645 | 94.57 |