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Innovator Etfs Trust shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Trust (ZJUL) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Innovator Etfs Trust

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Trust held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Trust by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $536k 19k 28.73
2025-06-30 $526k 19k 28.18
2025-03-31 $414k 16k 26.77
2024-12-31 $418k 15k 27.05

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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 Innovator Etfs Trust

Sovran Advisors
Commonwealth Equity Services
Advisor Group Holdings
Centaurus Financial
HighTower Advisors
Canandaigua National Bank and Trust Company
Cetera Investment Advisers
AE Wealth Management
Kestra Advisory Services
Archer Investment Corp
Captrust Financial Advisors
Stratos Wealth Advisors
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Diligent Investors
Kfg Wealth Management

View all funds holding Innovator Etfs Trust