Geneos Wealth Management Inc.
Position in ISMD — Inspire Small/Mid Cap ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in ISMD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ISMD | $399,500 | 9,995 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 ISMD | $107,213 | 2,779 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 ISMD | $66,761 | 1,718 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 ISMD | $54,538 | 1,535 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 ISMD | $61,859 | 1,813 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 ISMD | $57,593 | 1,535 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 ISMD | $58,176 | 1,535 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 ISMD | $53,157 | 1,535 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 ISMD | $52,430 | 1,456 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 ISMD | $50,515 | 1,456 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 ISMD | $44,247 | 1,456 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 ISMD | $46,781 | 1,456 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 ISMD | $272,624 | 8,783 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 ISMD | $266,895 | 8,864 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 ISMD | $256,714 | 9,376 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 ISMD | $220,997 | 7,738 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 ISMD | $53,635 | 1,616 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 ISMD | $40,772 | 1,157 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 ISMD | $35,467 | 1,001 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 ISMD | $10,873 | 296 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 ISMD | $10,534 | 296 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 ISMD | $8,817 | 295 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 ISMD | $4,611 | 203 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 ISMD | $4,564 | 202 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 ISMD | $3,871 | 201 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||