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SPDR DJ Wilshire Small Cap Growth shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Growth (SLYG) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in SPDR DJ Wilshire Small Cap Growth

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Small Cap Growth held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Growth by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.4M 39k 85.86
2024-03-31 $3.3M 38k 87.23
2023-12-31 $2.7M 33k 83.63
2023-09-30 $2.2M 30k 73.27
2023-06-30 $2.2M 29k 76.96
2023-03-31 $2.1M 28k 73.75
2022-12-31 $1.5M 21k 72.24
2022-09-30 $1.2M 18k 68.11
2022-06-30 $1.1M 16k 71.01
2022-03-31 $1.2M 15k 83.80
2021-12-31 $1.3M 15k 92.82
2021-09-30 $1.1M 12k 88.57
2021-06-30 $978k 11k 88.36
2021-03-31 $928k 11k 87.37
2020-12-31 $878k 11k 83.29
2020-09-30 $324k 5.6k 57.45
2020-06-30 $314k 5.8k 53.87
2020-03-31 $228k 5.1k 45.09
2019-12-31 $397k 6.2k 64.35
2019-09-30 $394k 6.6k 59.50
2019-06-30 $428k 7.0k 60.82
2019-03-31 $402k 6.7k 59.63
2018-12-31 $462k 8.6k 53.49
2018-09-30 $468k 6.9k 67.41
2018-06-30 $262k 4.2k 63.06
2018-03-31 $249k 1.1k 231.84
2017-12-31 $180k 794 226.70
2017-09-30 $127k 561 226.38
2017-06-30 $116k 540 214.81
2017-03-31 $75k 353 212.46
2016-12-31 $12k 59 203.39
2016-09-30 $11k 59 186.44
2016-06-30 $10k 59 169.49
2016-03-31 $10k 59 169.49

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Ishares Tr Core S&p Ttl Stk (ITOT)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding SPDR DJ Wilshire Small Cap Growth

LPL Financial
Bank of America Corporation
Citigroup
Financial Engines Advisors L.L.C
Townsquare Capital
Stifel Financial
Benjamin F. Edwards & Company
Honkamp Krueger Financial Services
Rodgers & Associates
Benjamin Edwards
Morgan Stanley
Wells Fargo & Company
Savant Capital Management
Financial Advisory Service
Commonwealth Equity Services

View all funds holding SPDR DJ Wilshire Small Cap Growth