Geneos Wealth Management Inc.
Position in ADVE — Matthews Asia Dividend Active ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in ADVE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,762 | 1,712 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $71,349 | 1,712 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $67,033 | 1,712 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $65,744 | 1,712 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $61,358 | 1,712 | Shares | Sole | 2025-08-18 | |
| No filing history on record for this holder in this stock. | ||||||