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Global X Fds shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Global X Fds (SDIV) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $13k 537 24.03
2025-09-30 $3.2k 133 23.98
2025-06-30 $3.0k 133 22.55
2025-03-31 $2.8k 133 20.97
2024-12-31 $2.7k 133 20.62

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 Russell 3000 Etf (IWV)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Total (IXUS)
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 Global X Fds

LPL Financial
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Foguth Wealth Management
Principal Securities
Cetera Investment Advisers
Advisor Group Holdings
Envestnet Asset Management
Wells Fargo & Company
Susquehanna International
Newbridge Financial Services Group
AE Wealth Management
Cambridge Investment Research Advisors
Fifth Third Securities
Raymond James Financial

View all funds holding Global X Fds