Vanguard REIT ETF shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.0M | 24k | 83.76 |
| 2024-03-31 | $2.0M | 23k | 86.48 |
| 2023-12-31 | $1.7M | 20k | 88.36 |
| 2023-09-30 | $1.4M | 19k | 75.66 |
| 2023-06-30 | $1.5M | 18k | 83.56 |
| 2023-03-31 | $1.2M | 14k | 83.04 |
| 2022-12-31 | $1.2M | 14k | 82.48 |
| 2022-09-30 | $1.0M | 13k | 80.14 |
| 2022-06-30 | $1.4M | 15k | 92.70 |
| 2022-03-31 | $1.8M | 16k | 108.31 |
| 2021-12-31 | $2.5M | 21k | 116.00 |
| 2021-09-30 | $1.5M | 15k | 103.17 |
| 2021-06-30 | $1.5M | 15k | 102.51 |
| 2021-03-31 | $14M | 137k | 99.08 |
| 2020-12-31 | $1.4M | 150k | 9.62 |
| 2020-09-30 | $1.2M | 16k | 77.68 |
| 2020-06-30 | $1.7M | 22k | 76.14 |
| 2020-03-31 | $5.7M | 81k | 70.05 |
| 2019-12-31 | $9.1M | 99k | 92.03 |
| 2019-09-30 | $7.3M | 79k | 93.08 |
| 2019-06-30 | $6.9M | 79k | 87.39 |
| 2019-03-31 | $3.6M | 41k | 86.89 |
| 2018-12-31 | $2.3M | 31k | 74.36 |
| 2018-09-30 | $1.2M | 14k | 80.61 |
| 2018-06-30 | $620k | 7.6k | 81.39 |
| 2018-03-31 | $537k | 7.1k | 75.46 |
| 2017-12-31 | $615k | 7.4k | 82.92 |
| 2017-09-30 | $657k | 7.9k | 83.09 |
| 2017-06-30 | $982k | 12k | 83.16 |
| 2017-03-31 | $1.0M | 12k | 82.53 |
| 2016-12-31 | $954k | 12k | 82.52 |
| 2016-09-30 | $1.0M | 12k | 87.56 |
| 2016-06-30 | $1.0M | 12k | 88.67 |
| 2016-03-31 | $1.1M | 14k | 83.63 |