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Vanguard Wellington Fd us minimum shares owned by Geneos Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $22k 164 131.43
2025-06-30 $21k 163 128.59
2025-03-31 $21k 163 126.47
2021-03-31 $61k 640 95.31

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 Msci Usa Min Vol (USMV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Norfolk Southern (NSC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

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