Spdr Series Trust fund shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Spdr Series Trust fund
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Quarterly reported holdings in Spdr Series Trust fund by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $20k | 95 | 210.64 |
| 2025-09-30 | $19k | 95 | 204.12 |
| 2025-06-30 | $18k | 95 | 192.15 |
| 2025-03-31 | $18k | 95 | 183.82 |
| 2024-12-31 | $18k | 95 | 184.05 |
| 2024-09-30 | $18k | 95 | 184.42 |
| 2024-06-30 | $16k | 95 | 172.09 |
| 2024-03-31 | $17k | 95 | 175.32 |
| 2023-12-31 | $15k | 95 | 160.28 |
| 2023-09-30 | $14k | 95 | 144.57 |
| 2023-06-30 | $14k | 95 | 148.54 |
| 2023-03-31 | $14k | 95 | 142.02 |
| 2022-12-31 | $13k | 95 | 139.80 |
| 2022-09-30 | $11k | 95 | 115.79 |
| 2022-06-30 | $12k | 95 | 126.32 |
| 2022-03-31 | $14k | 95 | 147.37 |
| 2021-12-31 | $14k | 95 | 147.37 |
| 2021-09-30 | $13k | 95 | 136.84 |
| 2021-06-30 | $14k | 95 | 147.37 |
| 2021-03-31 | $13k | 95 | 136.84 |
| 2020-12-31 | $15k | 110 | 136.36 |