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Schwab U S Large Cap Growth ETF shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 116k 31.91
2025-06-30 $23M 795k 29.21
2025-03-31 $23M 898k 25.04
2024-12-31 $5.3M 191k 27.87
2024-09-30 $5.1M 49k 104.18
2024-06-30 $1.2M 12k 100.84
2024-03-31 $773k 8.3k 92.72
2023-12-31 $691k 8.3k 82.96
2023-09-30 $587k 8.1k 72.72
2023-06-30 $934k 13k 74.95
2023-03-31 $92k 1.4k 65.16
2021-12-31 $12M 72k 163.74
2021-09-30 $254k 1.7k 149.68
2021-03-31 $5.0k 36 138.89
2020-12-31 $97k 760 127.63
2020-09-30 $81k 724 111.88
2020-06-30 $71k 724 98.07
2020-03-31 $64k 824 77.67
2019-12-31 $76k 824 92.23
2019-09-30 $68k 824 82.52
2019-06-30 $145k 1.7k 82.90
2019-03-31 $138k 1.7k 78.90
2018-12-31 $126k 1.8k 68.14
2018-09-30 $151k 1.8k 81.67
2018-06-30 $151k 2.0k 75.54
2018-03-31 $143k 2.0k 71.54
2017-12-31 $141k 2.0k 70.54
2017-09-30 $132k 2.0k 66.03
2017-06-30 $126k 2.0k 63.03
2017-03-31 $116k 1.9k 60.07
2016-12-31 $106k 1.9k 55.82
2016-09-30 $105k 1.9k 55.29
2016-06-30 $100k 1.9k 52.66
2016-03-31 $124k 2.4k 52.54

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 Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF