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International Business Machines shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 11k 190.96
2023-12-31 $1.8M 11k 163.56
2023-09-30 $2.2M 16k 140.30
2023-06-30 $2.2M 16k 133.81
2023-03-31 $1.7M 13k 131.09
2022-12-31 $2.2M 16k 140.89
2022-09-30 $1.8M 15k 118.77
2022-06-30 $4.1M 29k 141.09
2022-03-31 $3.8M 29k 130.01
2021-12-31 $3.7M 28k 133.66
2021-09-30 $4.1M 29k 143.30
2021-06-30 $4.1M 29k 140.01
2021-03-31 $5.3M 37k 141.87
2020-12-31 $4.5M 39k 114.89
2020-09-30 $3.4M 29k 118.95
2020-06-30 $3.4M 29k 117.19
2020-03-31 $3.1M 28k 108.14
2019-12-31 $3.8M 28k 135.24
2019-09-30 $3.5M 25k 143.21
2019-06-30 $3.1M 23k 137.88
2019-03-31 $3.3M 23k 141.10
2018-12-31 $5.9M 52k 113.15
2018-09-30 $7.9M 52k 151.20
2018-06-30 $7.3M 52k 139.76
2018-03-31 $8.1M 53k 153.43
2017-12-31 $7.9M 51k 153.45
2017-09-30 $3.4M 23k 145.07
2017-06-30 $3.5M 23k 153.83
2017-03-31 $4.1M 24k 174.12
2016-12-31 $4.1M 25k 165.99
2016-09-30 $4.1M 26k 158.83
2016-06-30 $4.0M 26k 152.34
2016-03-31 $4.4M 29k 152.51

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 International Business Machines

Vanguard Group
BlackRock
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Northern Trust
Amundi
Bank of New York Mellon
Legal & General Group
Jpmorgan Chase & Co
Susquehanna International
Ameriprise Financial
Charles Schwab Investment Management
CalPERS
FMR

View all funds holding International Business Machines