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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

Tip: Access up to 7 years of quarterly data

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
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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Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
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Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Intermed Term (BIV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Geneos Wealth Management

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