Geneos Wealth Management Inc.
Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 1764754
ENGLEWOOD, CO
All Filings in BTAL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,087 | 2,250 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,490 | 250 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,597 | 250 | Shares | Sole | 2026-01-28 | |
| 2025-03-31 | $25,987 | 1,247 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $688,940 | 35,150 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $658,251 | 33,550 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $788,375 | 43,750 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $701,492 | 41,386 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $757,400 | 38,137 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $317,982 | 16,950 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $387,640 | 19,002 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $64,032 | 3,019 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||