Geneos Wealth Management »

Western Ast Clymr Infl Lkd Sc & Incm shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Western Ast Clymr Infl Lkd Sc & Incm (WIA) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Western Ast Clymr Infl Lkd Sc & Incm

Tip: Access up to 7 years of quarterly data

All positions including Western Ast Clymr Infl Lkd Sc & Incm 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 Western Ast Clymr Infl Lkd Sc & Incm by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5k 434 8.12
2023-09-30 $3.4k 434 7.82

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Intermed Term (BIV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Geneos Wealth Management

Top funds holding Western Ast Clymr Infl Lkd Sc & Incm

Baird Financial
Bank of America Corporation
Roberts Glore & Co
Stifel Financial
Fiera Capital Corporation
RHS Financial
Guggenheim Capital, LLC Managers
Oakmont Partners
Wakefield Asset Management L
Rock Point Advisors
Wolverine Asset Management
Coastal Investment Advisors
Janney Montgomery Scott
PenderFund Capital Management
Landscape Capital Management

View all funds holding Western Ast Clymr Infl Lkd Sc & Incm