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Ishares Tr edge msci minm shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Ishares Tr edge msci minm (SMMV) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Ishares Tr edge msci minm

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge msci minm 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 edge msci minm by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.2k 118 35.62
2023-09-30 $43k 1.3k 33.06
2023-06-30 $201k 5.9k 34.28
2023-03-31 $172k 5.0k 34.68
2022-12-31 $172k 5.0k 34.60
2022-09-30 $59k 1.9k 31.53
2022-06-30 $999 37 27.03
2021-06-30 $38k 1.0k 37.55
2021-03-31 $38k 1.0k 37.55
2020-12-31 $37k 1.0k 36.56
2020-09-30 $29k 1.0k 28.66
2020-06-30 $28k 1.0k 27.67
2020-03-31 $25k 1.0k 24.70