Geneos Wealth Management Inc.
Position in FRI — First Trust S&P REIT Index Fund
CIK 1764754
ENGLEWOOD, CO
All Filings in FRI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FRI | $5,805 | 204 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 FRI | $5,571 | 204 | Shares | Sole | 2026-01-28 | |
| 2023-09-30 FRI | $9,140 | 400 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 FRI | $9,844 | 400 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 FRI | $9,740 | 400 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 FRI | $9,592 | 400 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 FRI | $9,212 | 400 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 FRI | $10,296 | 400 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 FRI | $12,480 | 400 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 FRI | $13,040 | 400 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 FRI | $11,312 | 400 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 FRI | $11,216 | 400 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 FRI | $10,080 | 400 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 FRI | $9,296 | 400 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 FRI | $8,440 | 400 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 FRI | $8,372 | 400 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 FRI | $7,572 | 400 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||