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Flexshares Tr iboxx 3r targt shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Flexshares Tr iboxx 3r targt (TDTT) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Flexshares Tr iboxx 3r targt

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr iboxx 3r targt held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr iboxx 3r targt by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $304k 13k 23.75
2023-12-31 $457k 19k 23.62
2023-09-30 $320k 14k 23.19
2018-12-31 $12k 543 22.10

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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View all positions for Geneos Wealth Management

Top funds holding Flexshares Tr iboxx 3r targt

Northern Trust
Bell Investment Advisors
West Paces Advisors
Envestnet Asset Management
Morgan Stanley
ValMark Advisers
Klingman & Associates
Boltwood Capital Management
VeraBank
Bank of America Corporation
IFG Advisory
Horizon Bancorp
Jane Street
Dynamic Advisors Solutions
Delos Wealth Advisors

View all funds holding Flexshares Tr iboxx 3r targt