Geneos Wealth Management »

Ea Series Trust shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Ea Series Trust (STRV) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ea Series Trust by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 37k 43.20
2025-06-30 $1.5M 37k 40.06
2025-03-31 $216k 6.0k 36.06
2024-12-31 $208k 5.5k 37.80

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Min Vol (USMV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Norfolk Southern (NSC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding Ea Series Trust

OxenFree Capital
Strive Asset Management
Raymond James Financial
Branch Banking & Trust Company
Stifel Financial
United Advisor Group
Holistic Planning
Ethos Financial Group
Weaver Capital Management
LPL Financial
Secured Retirement Advisors
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Commonwealth Equity Services
Royal Bank of Canada

View all funds holding Ea Series Trust