Ishares Tr msci usa smlcp shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Ishares Tr msci usa smlcp
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Quarterly reported holdings in Ishares Tr msci usa smlcp by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $12M | 159k | 74.88 |
| 2025-09-30 | $12M | 155k | 74.35 |
| 2025-06-30 | $3.4k | 50 | 67.96 |
| 2024-09-30 | $3.6k | 55 | 66.35 |
| 2021-12-31 | $503k | 8.8k | 57.15 |
| 2021-09-30 | $467k | 8.6k | 54.36 |
| 2020-09-30 | $17k | 480 | 35.42 |
| 2020-06-30 | $84k | 2.5k | 34.15 |
| 2020-03-31 | $71k | 2.5k | 28.86 |
| 2019-12-31 | $110k | 2.6k | 42.64 |
| 2019-09-30 | $102k | 2.6k | 39.53 |
| 2019-06-30 | $103k | 2.6k | 39.92 |
| 2019-03-31 | $103k | 2.6k | 39.92 |
| 2018-12-31 | $91k | 2.6k | 35.27 |
| 2018-09-30 | $112k | 2.6k | 43.41 |
| 2016-12-31 | $7.0k | 200 | 35.00 |