Wstrn Ast Clymr Infltn Lkd Opts & Inc shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Wstrn Ast Clymr Infltn Lkd Opts & Inc
Tip: Access up to 7 years of quarterly data
All positions including Wstrn Ast Clymr Infltn Lkd Opts & Inc held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wstrn Ast Clymr Infltn Lkd Opts & Inc by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $747 | 84 | 8.89 |
| 2025-06-30 | $115k | 13k | 8.76 |
| 2025-03-31 | $112k | 13k | 8.79 |
| 2024-12-31 | $694 | 84 | 8.27 |
| 2024-09-30 | $742 | 84 | 8.85 |
| 2024-06-30 | $714 | 84 | 8.51 |
| 2021-12-31 | $2.0k | 147 | 13.61 |
| 2021-09-30 | $2.0k | 173 | 11.56 |
| 2021-06-30 | $2.0k | 172 | 11.63 |
| 2021-03-31 | $2.0k | 171 | 11.70 |
| 2020-12-31 | $4.0k | 341 | 11.73 |
| 2020-09-30 | $999 | 167 | 5.99 |
| 2020-06-30 | $11k | 1.1k | 10.32 |
| 2020-03-31 | $55k | 5.5k | 9.92 |
| 2019-12-31 | $1.0k | 163 | 6.14 |
| 2019-09-30 | $999 | 162 | 6.17 |
| 2019-06-30 | $999 | 162 | 6.17 |
| 2019-03-31 | $999 | 162 | 6.17 |
| 2018-12-31 | $999 | 162 | 6.17 |
| 2018-09-30 | $999 | 162 | 6.17 |
| 2018-06-30 | $999 | 162 | 6.17 |
| 2018-03-31 | $999 | 162 | 6.17 |
| 2017-12-31 | $999 | 162 | 6.17 |
| 2017-09-30 | $999 | 162 | 6.17 |
| 2017-06-30 | $999 | 162 | 6.17 |
| 2017-03-31 | $999 | 162 | 6.17 |
| 2016-12-31 | $999 | 162 | 6.17 |
Top funds holding Wstrn Ast Clymr Infltn Lkd Opts & Inc
View all funds holding Wstrn Ast Clymr Infltn Lkd Opts & Inc