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SPDR DJ Wilshire Large Cap Value shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in SPDR DJ Wilshire Large Cap Value

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap Value 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 Large Cap Value by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $21M 451k 46.63
2023-09-30 $17M 409k 41.26
2023-06-30 $17M 391k 43.20
2023-03-31 $15M 369k 40.72
2022-12-31 $11M 291k 38.89
2022-09-30 $9.0M 260k 34.49
2022-06-30 $8.9M 238k 37.28
2022-03-31 $8.1M 195k 41.75
2021-12-31 $7.8M 186k 42.00
2021-09-30 $6.4M 163k 39.56
2021-06-30 $5.9M 147k 39.90
2021-03-31 $57M 1.5M 39.34
2020-12-31 $5.2M 1.4M 3.64
2020-09-30 $1.9M 66k 29.70
2020-06-30 $1.7M 61k 28.21
2020-03-31 $1.4M 53k 25.58
2019-12-31 $1.8M 52k 34.94
2019-09-30 $1.6M 51k 31.79
2019-06-30 $1.5M 49k 31.27
2019-03-31 $1.4M 45k 30.27
2018-12-31 $819k 30k 26.94
2018-09-30 $794k 26k 31.09
2018-06-30 $574k 19k 29.61
2018-03-31 $513k 17k 29.40
2017-12-31 $301k 9.8k 30.60
2017-09-30 $94k 812 115.76
2017-06-30 $79k 700 112.86
2017-03-31 $78k 700 111.43
2016-12-31 $76k 700 108.57
2016-09-30 $72k 700 102.86
2016-06-30 $372k 3.7k 100.54
2016-03-31 $361k 3.7k 97.57

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core S&p Scp Etf (IJR)
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

Top funds holding SPDR DJ Wilshire Large Cap Value

Hanson McClain Advisors
Horizon Investments
ValMark Advisers
Advisor Group Holdings
UBS Group
Bank of America Corporation
CWM
Royal Bank of Canada
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Willis Johnson & Associates
Franklin Resources
Betterment
Advisory Alpha
Tiaa Trust, National Association

View all funds holding SPDR DJ Wilshire Large Cap Value