Geneos Wealth Management Inc.
Position in ISCG — iShares Morningstar Small-Cap Growth ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in ISCG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ISCG | $27,126 | 495 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 ISCG | $24,125 | 435 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 ISCG | $25,199 | 464 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 ISCG | $120,468 | 2,421 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 ISCG | $122,626 | 2,722 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 ISCG | $19,141 | 387 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 ISCG | $9,204 | 188 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 ISCG | $3,911 | 86 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 ISCG | $4,005 | 86 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 ISCG | $3,784 | 86 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 ISCG | $5,426 | 140 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 ISCG | $6,294 | 152 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 ISCG | $5,924 | 152 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 ISCG | $5,478 | 152 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 ISCG | $5,268 | 152 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 ISCG | $5,368 | 152 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 ISCG | $6,716 | 152 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 ISCG | $7,545 | 152 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 ISCG | $7,484 | 152 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 ISCG | $7,875 | 152 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 ISCG | $7,611 | 152 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 ISCG | $859 | 17 | Shares | Sole | 2021-05-19 | |
| 2020-03-31 ISCG | $6,095 | 220 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||