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Sofi Select 500 Etf shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Sofi Select 500 Etf (SFY) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Sofi Select 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Sofi Select 500 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 Sofi Select 500 Etf by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9k 38 129.18

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 Sofi Select 500 Etf

Sofi Wealth
Advisors Capital Management
Concurrent Investment Advisors
Citadel Advisors
LPL Financial
Susquehanna International
Royal Bank of Canada
Teamwork Financial Advisors
Toroso Investments
Nova Wealth Management
Mustico Financial Group
Northwestern Mutual Wealth Management Company
Wedbush Morgan Securities
Centric Wealth Management
FMR

View all funds holding Sofi Select 500 Etf