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SPDR S&P Emerging Markets Small Cap shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of SPDR S&P Emerging Markets Small Cap (EWX) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in SPDR S&P Emerging Markets Small Cap

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Emerging Markets Small Cap held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Emerging Markets Small Cap by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $68k 1.2k 55.80
2023-12-31 $58k 1.0k 56.46
2021-09-30 $6.0k 109 55.05
2021-06-30 $6.0k 109 55.05
2021-03-31 $9.2M 158k 58.48
2020-12-31 $6.0k 150k 0.04
2020-09-30 $4.0k 109 36.70
2020-06-30 $80k 2.0k 40.24
2020-03-31 $65k 2.0k 31.88
2019-12-31 $106k 2.3k 45.32
2019-09-30 $121k 2.8k 43.01
2019-06-30 $125k 2.8k 44.44
2019-03-31 $125k 2.8k 44.44
2018-12-31 $115k 2.8k 40.88
2018-09-30 $149k 3.3k 44.52
2018-06-30 $27k 571 47.29
2018-03-31 $38k 740 51.35
2017-12-31 $84k 1.6k 51.85
2017-09-30 $84k 1.7k 49.50
2017-06-30 $78k 1.7k 46.46
2017-03-31 $49k 1.1k 45.08
2016-12-31 $56k 1.4k 39.60
2016-09-30 $17k 411 41.36

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)
Ishares Tr Russell 3000 Etf (IWV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
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 SPDR S&P Emerging Markets Small Cap

Creative Planning
New York Life Investment Management
Bank of America Corporation
Waddell & Associates
Affinity Wealth Management
LPL Financial
Mariner Wealth Advisors
Morgan Stanley
Jane Street
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
N.E.W. Advisory Services
Victory Capital Management
Wells Fargo & Company
Ameriprise Financial
Venturi Wealth Management

View all funds holding SPDR S&P Emerging Markets Small Cap