Geneos Wealth Management Inc.
Position in CVY — Invesco Zacks Multi-Asset Income ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in CVY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,532 | 400 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,828 | 400 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,724 | 400 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $10,716 | 400 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $15,803 | 613 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $15,564 | 613 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $10,391 | 413 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $10,787 | 413 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,358 | 413 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $17,052 | 663 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $15,752 | 663 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $14,539 | 663 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $14,201 | 663 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $13,976 | 663 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $14,022 | 663 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $13,047 | 663 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $25,724 | 1,253 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $30,021 | 1,253 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $30,736 | 1,253 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $29,796 | 1,253 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $30,635 | 1,253 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $29,107 | 1,253 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $20,120 | 1,003 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $16,389 | 1,003 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $16,469 | 1,003 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $13,881 | 1,003 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||