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Ea Series Trust shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Ea Series Trust (STXE) 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 $6.6k 200 32.88
2025-06-30 $6.2k 200 31.01
2025-03-31 $5.5k 200 27.32
2024-12-31 $5.5k 200 27.57

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

McIlrath & Eck
Chicago Partners Investment
OxenFree Capital
Cambridge Investment Research Advisors
Old Mission Capital
UBS Group
Stifel Financial
Jane Street
Secured Retirement Advisors
Parallel Advisors
Feltz Wealth PLAN
Financial Management Network
Concurrent Investment Advisors
Gts Securities
LPL Financial

View all funds holding Ea Series Trust