Top 5 Geisinger Health Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 43.16% | 1.53M | $148.5M | +0.92%(+14.00K) | — | 2024-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 27.13% | 568.3K | $93.4M | new | — | 2024-06-30 | |
| HYG | ISHARES TR | 24.59% | 1.10M | $84.6M | +1.58%(+17.08K) | — | 2024-06-30 | |
| IEMG | ISHARES INC | 4.38% | 281.7K | $15.1M | +0.95%(+2.66K) | — | 2024-06-30 | |
| EFV | ISHARES TR | 0.74% | 47.8K | $2.5M | -70.12%(-112.20K) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Geisinger Health reports $344.08M in US-listed equity holdings across 5 positions in its most recent 13F filing. Its largest disclosed positions are AGG (43.2%), RSP (27.1%) and HYG (24.6%). Figures reflect the Q2 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Geisinger Health’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1946205). View Geisinger Health’s 13F filings on SEC