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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

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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
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

More positions owned by Geneos Wealth Management

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

View all positions for Geneos Wealth Management

Top funds holding Wstrn Ast Clymr Infltn Lkd Opts & Inc

Morgan Stanley
Allspring Global Investments Holdings
Rivernorth Capital Management
1607 Capital Partners
Invesco
Bank of America Corporation
Landscape Capital Management
Private Advisor
HighTower Advisors
Guggenheim Capital, LLC Managers
Stifel Financial
Wakefield Asset Management L
Fiera Capital Corporation
Deschutes Portfolio Strategy
Grace & White

View all funds holding Wstrn Ast Clymr Infltn Lkd Opts & Inc