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Ea Series Trust shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Ea Series Trust (TBG) 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 $227k 6.8k 33.39
2025-09-30 $161k 4.9k 33.07
2025-06-30 $5.0k 155 32.18

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 (SPLG)
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

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Atria Investments
Commonwealth Equity Services
Insight Wealth Partners
Gts Securities
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View all funds holding Ea Series Trust