Geneos Wealth Management Inc. - SSGA ACTIVE TR ownership

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SSGA ACTIVE TR
ValueSharesWeighting
Q3 2023$35,105
-2.0%
8750.0%0.00%0.0%
Q2 2023$35,814
+0.1%
8750.0%0.00%0.0%
Q1 2023$35,770
+1.7%
8750.0%0.00%0.0%
Q4 2022$35,175
+6.6%
8750.0%0.00%0.0%
Q3 2022$33,000
-8.3%
8750.0%0.00%0.0%
Q2 2022$36,000
-16.3%
875
-7.9%
0.00%0.0%
Q1 2022$43,000
-6.5%
9500.0%0.00%0.0%
Q4 2021$46,000
+7.0%
950
+8.6%
0.00%0.0%
Q3 2021$43,000
+616.7%
875
+600.0%
0.00%
Q2 2021$6,0000.0%1250.0%0.00%
Q1 2021$6,0000.0%1250.0%0.00%
Q4 2020$6,0000.0%1250.0%0.00%
Q3 2020$6,0000.0%1250.0%0.00%
Q2 2020$6,000
+20.0%
1250.0%0.00%
Q1 2020$5,000
-16.7%
1250.0%0.00%
Q4 2019$6,0000.0%1250.0%0.00%
Q3 2019$6,0000.0%1250.0%0.00%
Q2 2019$6,0000.0%1250.0%0.00%
Q1 2019$6,0001250.00%
Other shareholders
SSGA ACTIVE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Treasure Coast Financial Planning 143,341$5,512,0004.42%
1620 INVESTMENT ADVISORS, INC. 24,853$956,0001.41%
Pinnacle Wealth Planning Services, Inc. 110,578$4,252,0000.79%
WCG Wealth Advisors LLC 150,619$5,792,0000.77%
Main Street Financial Solutions, LLC 71,479$2,749,0000.45%
SENTINEL PENSION ADVISORS INC 13,446$517,0000.18%
WCG Wealth Advisors LLC 17,641$678,0000.09%
Brinker Capital Investments, LLC 72,777$2,798,0000.06%
CreativeOne Wealth, LLC 15,518$597,0000.04%
Executive Wealth Management, LLC 236$236,0000.03%
View complete list of SSGA ACTIVE TR shareholders