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Ishares Tr rusel 2500 etf shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Ishares Tr rusel 2500 etf (SMMD) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Ishares Tr rusel 2500 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rusel 2500 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 Ishares Tr rusel 2500 etf by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $15k 245 61.57
2023-09-30 $9.4k 172 54.51
2023-06-30 $7.3k 127 57.47
2023-03-31 $7.0k 127 54.82
2021-03-31 $21k 330 63.64
2020-12-31 $20k 330 60.61

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Apple (AAPL)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
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Vanguard Bd Index Fds Intermed Term (BIV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Geneos Wealth Management

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