Geneos Wealth Management »

Vanguard Malvern Fds strm infproidx shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Vanguard Malvern Fds strm infproidx (VTIP) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Vanguard Malvern Fds strm infproidx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds strm infproidx 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 Malvern Fds strm infproidx by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $4.2M 84k 50.27
2025-03-31 $5.1M 103k 49.90
2024-12-31 $862k 18k 48.42
2024-09-30 $1.1M 23k 49.31
2024-06-30 $3.7k 76 48.54
2024-03-31 $4.7k 98 47.89
2023-12-31 $9.4k 198 47.49
2023-09-30 $1.6M 34k 47.28
2023-06-30 $2.0M 41k 47.42
2023-03-31 $2.0M 42k 47.82
2022-12-31 $1.9M 41k 46.71
2022-09-30 $2.0M 41k 48.09
2022-06-30 $4.3M 87k 49.84
2022-03-31 $4.5M 88k 51.20
2021-12-31 $4.4M 86k 51.39
2021-09-30 $5.0M 96k 51.79
2021-06-30 $4.7M 90k 52.04
2021-03-31 $3.9M 76k 51.98
2020-12-31 $3.6M 77k 46.42
2020-09-30 $3.3M 65k 51.27
2020-06-30 $3.2M 64k 50.10
2020-03-31 $3.3M 66k 49.66
2019-12-31 $3.2M 65k 49.20
2019-09-30 $3.4M 70k 49.07
2019-06-30 $3.3M 67k 49.31
2019-03-31 $2.6M 53k 48.66
2018-12-31 $2.5M 52k 47.85
2018-09-30 $3.8M 79k 48.35
2018-06-30 $3.6M 72k 49.46
2017-12-31 $968k 20k 48.79
2017-09-30 $982k 20k 49.43
2017-06-30 $992k 20k 49.23
2017-03-31 $975k 21k 47.37
2016-12-31 $1.2M 24k 49.14
2016-09-30 $5.0k 109 45.87
2016-06-30 $5.0k 109 45.87
2016-03-31 $5.0k 109 45.87

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

Top funds holding Vanguard Malvern Fds strm infproidx

Jpmorgan Chase & Co
LPL Financial
Sei Investments
Goldman Sachs Group
Sontag Advisory
ValMark Advisers
FMR
Cambridge Associates
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Envestnet Asset Management
Buckingham Strategic Partners
Colony
Savant Capital Management
HighTower Advisors
Wells Fargo & Company

View all funds holding Vanguard Malvern Fds strm infproidx