Geneos Wealth Management Inc.
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in BBAG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,675 | 537 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $830,603 | 17,994 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,007,035 | 21,694 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $948,847 | 20,331 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $677,544 | 14,675 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $878,533 | 19,053 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $523,027 | 11,053 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $447,924 | 9,864 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $340,722 | 7,428 | Shares | Sole | 2024-05-03 | |
| 2023-06-30 | $1,565,409 | 33,898 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,615,549 | 34,410 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $51,788 | 1,131 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $51,460 | 1,131 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $54,254 | 1,131 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||