Geneos Wealth Management »

iShares Dow Jones Transport. Avg. shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones Transport. Avg. (IYT) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares Dow Jones Transport. Avg.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones Transport. Avg. held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones Transport. Avg. by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $132k 1.9k 70.40
2023-12-31 $123k 467 262.43
2023-09-30 $109k 467 233.77
2023-06-30 $117k 467 249.82
2023-03-31 $106k 467 227.84
2022-12-31 $114k 532 213.55
2022-09-30 $104k 532 195.49
2022-06-30 $160k 744 215.05
2022-03-31 $200k 744 268.82
2021-12-31 $205k 744 275.54
2021-09-30 $184k 744 247.31
2021-06-30 $195k 744 262.10
2021-03-31 $225k 836 269.14
2020-12-31 $172k 820 209.76
2020-09-30 $193k 969 199.17
2020-06-30 $131k 844 155.21
2020-03-31 $121k 879 137.66
2019-12-31 $493k 2.5k 196.10
2019-09-30 $467k 2.5k 185.76
2019-06-30 $481k 2.6k 188.04
2019-03-31 $482k 2.6k 187.26
2018-12-31 $421k 2.6k 163.56
2018-09-30 $526k 2.6k 204.35
2018-06-30 $453k 2.4k 185.96
2018-03-31 $455k 2.4k 186.78
2017-12-31 $476k 2.5k 191.24
2017-09-30 $473k 2.7k 178.09
2017-06-30 $487k 2.8k 171.78
2017-03-31 $485k 3.0k 163.85
2016-12-31 $465k 2.9k 162.59
2016-09-30 $449k 3.1k 145.07
2016-06-30 $419k 3.1k 135.38
2016-03-31 $2.2M 15k 141.35

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 iShares Dow Jones Transport. Avg.

Jpmorgan Chase & Co
Fisher Investments
Morgan Stanley
Migdal Insurance & Financial Holdings
Goldman Sachs Group
UBS Group
Wells Fargo & Company
Bank of America Corporation
Q3 Asset Management
Barclays
LPL Financial
Bnp Paribas Arbitrage, Snc
Commonwealth Equity Services
Susquehanna International
Citadel Advisors

View all funds holding iShares Dow Jones Transport. Avg.