Geneos Wealth Management Inc.
Position in FTC — First Trust Large Cap Growth AlphaDEX Fund
CIK 1764754
ENGLEWOOD, CO
All Filings in FTC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 FTC | $1,256,523 | 8,323 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 FTC | $1,410,973 | 10,738 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 FTC | $666,918 | 4,824 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 FTC | $645,896 | 4,914 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 FTC | $583,487 | 4,762 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 FTC | $571,032 | 4,632 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 FTC | $553,825 | 5,055 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 FTC | $495,024 | 5,116 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 FTC | $481,735 | 4,756 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 FTC | $436,822 | 4,695 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 FTC | $410,841 | 4,494 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 FTC | $312,770 | 3,656 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 FTC | $462,823 | 5,251 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 FTC | $623,554 | 5,844 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 FTC | $687,709 | 5,719 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 FTC | $347,267 | 3,126 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 FTC | $342,074 | 3,116 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 FTC | $304,277 | 3,116 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 FTC | $301,130 | 3,116 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 FTC | $258,291 | 3,076 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 FTC | $319,387 | 4,169 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 FTC | $250,303 | 4,178 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||