Geneos Wealth Management »

Vanguard Wellington Fd us multifactor shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Vanguard Wellington Fd us multifactor (VFMF) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Vanguard Wellington Fd us multifactor

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington Fd us multifactor held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Wellington Fd us multifactor by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1M 27k 114.85
2023-09-30 $3.1M 30k 103.26
2023-06-30 $3.3M 32k 103.91
2023-03-31 $3.1M 31k 99.10
2021-12-31 $150k 1.4k 106.61
2021-09-30 $70k 695 100.72

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
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

Top funds holding Vanguard Wellington Fd us multifactor

Anderson Hoagland & Co
Opus Capital Group
Umb Bank N A
Commonwealth Equity Services
Geneos Wealth Management
Absolute Capital Management
Baron Silver Stevens Financial Advisors
Walkner Condon Financial Advisors
Bank of New York Mellon
Mercer Global Advisors
Cedar Point Capital Partners
Royal Bank of Canada
Raymond James Financial Services Advisors
Seed Wealth Management
Raymond James & Associates

View all funds holding Vanguard Wellington Fd us multifactor