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American Centy Etf Tr diversified mu shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of American Centy Etf Tr diversified mu (TAXF) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in American Centy Etf Tr diversified mu

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All positions including American Centy Etf Tr diversified mu held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr diversified mu by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $73k 1.5k 50.36
2024-03-31 $73k 1.5k 50.55
2023-12-31 $12k 235 50.96
2023-09-30 $11k 235 47.95
2023-06-30 $12k 235 50.00
2023-03-31 $12k 235 50.35

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Spdr S P 500 Etf Tr Tr Unit (SPY)
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Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

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