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Ea Series Trust shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Ea Series Trust (STXG) 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
2025-12-31 $31k 600 50.89
2025-09-30 $30k 600 49.92
2025-06-30 $28k 600 46.02
2025-03-31 $12k 300 40.05
2024-12-31 $13k 300 43.42

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 Russell 3000 Etf (IWV)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Total (IXUS)
Putnam Etf Trust Focused Lar Cap (PVAL)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding Ea Series Trust

OxenFree Capital
Holistic Planning
Advyzon Investment Management
Feltz Wealth PLAN
Cambridge Investment Research Advisors
Intl Fcstone
Demars Financial Group
UBS Group
Everhart Financial Group
Summit Financial
Goldman Sachs Group
CLS Investments
Gwn Securities
Gts Securities
LPL Financial

View all funds holding Ea Series Trust