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Ea Series Trust shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Ea Series Trust (STXD) 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

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Quarterly reported holdings in Ea Series Trust by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11k 300 36.53
2025-06-30 $10k 300 34.74
2025-03-31 $9.7k 300 32.39
2024-12-31 $9.8k 300 32.67

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
Holistic Planning
Intl Fcstone
Gts Securities
Kestra Advisory Services
Gwn Securities
Advyzon Investment Management
Venture Visionary Partners
PDS Planning
Harbour Investments
Captrust Financial Advisors
Cambridge Investment Research Advisors
Atticus Wealth Management
Pensionmark Financial Group
Advisor Group Holdings

View all funds holding Ea Series Trust