Ishares Tr sustnble msci shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Ishares Tr sustnble msci
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Quarterly reported holdings in Ishares Tr sustnble msci by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1k | 25 | 83.20 |
| 2025-06-30 | $1.9k | 25 | 75.88 |
| 2025-03-31 | $1.8k | 25 | 72.40 |
| 2024-12-31 | $1.8k | 25 | 71.56 |
| 2024-09-30 | $2.1k | 25 | 84.80 |
| 2024-06-30 | $1.9k | 25 | 75.08 |
| 2024-03-31 | $2.0k | 25 | 78.72 |
| 2023-12-31 | $20k | 240 | 81.05 |
| 2023-09-30 | $29k | 392 | 74.52 |
| 2023-06-30 | $31k | 392 | 79.05 |
| 2023-03-31 | $31k | 392 | 79.19 |
| 2022-12-31 | $2.0k | 25 | 78.92 |
| 2022-09-30 | $1.0k | 25 | 40.00 |