Geneos Wealth Management Inc.
Position in FNK — First Trust Mid Cap Value AlphaDEX Fund
CIK 1764754
ENGLEWOOD, CO
All Filings in FNK
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FNK | $136,968 | 2,400 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 FNK | $133,560 | 2,400 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 FNK | $132,624 | 2,400 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 FNK | $124,224 | 2,400 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 FNK | $121,056 | 2,400 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 FNK | $42,808 | 800 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 FNK | $43,592 | 800 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 FNK | $40,840 | 800 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 FNK | $43,320 | 800 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 FNK | $40,800 | 800 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 FNK | $35,696 | 800 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 FNK | $36,560 | 800 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 FNK | $34,952 | 800 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 FNK | $34,376 | 800 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 FNK | $30,528 | 800 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 FNK | $32,560 | 800 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 FNK | $18,648 | 400 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||