Geneos Wealth Management Inc.
Position in ERTH — Invesco MSCI Sustainable Future ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in ERTH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ERTH | $20,244 | 427 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 ERTH | $20,145 | 427 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 ERTH | $20,346 | 427 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 ERTH | $18,138 | 427 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 ERTH | $24,391 | 628 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 ERTH | $25,396 | 628 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 ERTH | $28,335 | 628 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 ERTH | $32,672 | 828 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 ERTH | $34,991 | 828 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 ERTH | $39,114 | 828 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 ERTH | $36,663 | 828 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 ERTH | $40,588 | 828 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 ERTH | $40,663 | 828 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 ERTH | $39,561 | 828 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 ERTH | $40,356 | 828 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 ERTH | $67,810 | 1,263 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 ERTH | $77,598 | 1,263 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 ERTH | $90,912 | 1,363 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 ERTH | $86,305 | 1,363 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 ERTH | $94,333 | 1,363 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 ERTH | $102,947 | 1,363 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 ERTH | $102,402 | 1,363 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 ERTH | $68,175 | 1,163 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 ERTH | $53,016 | 1,078 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 ERTH | $40,575 | 1,078 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||