Vanguard Utilities ETF shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Vanguard Utilities ETF
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Quarterly reported holdings in Vanguard Utilities ETF by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $405k | 2.1k | 189.44 |
| 2025-06-30 | $1.8M | 10k | 176.52 |
| 2025-03-31 | $3.1M | 18k | 170.81 |
| 2024-12-31 | $1.5M | 9.1k | 163.41 |
| 2024-09-30 | $544k | 3.1k | 174.05 |
| 2024-06-30 | $450k | 3.0k | 147.93 |
| 2024-03-31 | $423k | 3.0k | 142.59 |
| 2023-12-31 | $154k | 1.1k | 137.13 |
| 2023-09-30 | $142k | 1.1k | 127.54 |
| 2023-06-30 | $137k | 965 | 142.10 |
| 2023-03-31 | $123k | 833 | 147.43 |
| 2022-12-31 | $130k | 850 | 153.28 |
| 2022-09-30 | $117k | 828 | 141.30 |
| 2022-06-30 | $202k | 1.3k | 156.11 |
| 2022-03-31 | $214k | 1.3k | 161.51 |
| 2021-12-31 | $276k | 1.8k | 156.20 |
| 2021-09-30 | $222k | 1.6k | 139.19 |
| 2021-06-30 | $241k | 1.7k | 140.03 |
| 2021-03-31 | $1.3M | 9.1k | 145.74 |
| 2020-12-31 | $347k | 9.8k | 35.28 |
| 2020-09-30 | $2.7M | 21k | 127.55 |
| 2020-06-30 | $2.6M | 22k | 120.82 |
| 2020-03-31 | $2.6M | 21k | 122.36 |
| 2019-12-31 | $3.1M | 22k | 142.25 |
| 2019-09-30 | $3.1M | 22k | 143.37 |
| 2019-06-30 | $2.9M | 22k | 132.93 |
| 2019-03-31 | $186k | 1.4k | 129.53 |
| 2018-12-31 | $192k | 1.6k | 117.43 |
| 2018-09-30 | $174k | 1.5k | 117.33 |
| 2018-06-30 | $25k | 224 | 111.61 |
| 2018-03-31 | $60k | 544 | 110.29 |
| 2017-12-31 | $60k | 519 | 115.61 |
| 2017-09-30 | $60k | 519 | 115.61 |
| 2017-06-30 | $59k | 519 | 113.68 |
| 2017-03-31 | $47k | 419 | 112.17 |
| 2016-12-31 | $44k | 419 | 105.01 |
| 2016-09-30 | $44k | 419 | 105.01 |
| 2016-06-30 | $47k | 419 | 112.17 |
| 2016-03-31 | $45k | 419 | 107.40 |