Geneos Wealth Management Inc.
Position in ISCV — iShares Morningstar Small-Cap Value ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in ISCV
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 ISCV | $211,834 | 3,658 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 ISCV | $223,869 | 3,658 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 ISCV | $240,511 | 4,062 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 ISCV | $210,330 | 4,062 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 ISCV | $219,429 | 4,062 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 ISCV | $220,000 | 4,217 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 ISCV | $219,276 | 4,212 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 ISCV | $199,911 | 4,206 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 ISCV | $211,302 | 4,200 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 ISCV | $258,646 | 4,401 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 ISCV | $261,492 | 4,400 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 ISCV | $250,140 | 4,400 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 ISCV | $258,632 | 4,400 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 ISCV | $247,387 | 4,398 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 ISCV | $83,066 | 1,769 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 ISCV | $51,665 | 1,461 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 ISCV | $50,540 | 1,461 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 ISCV | $41,428 | 1,456 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||