Geneos Wealth Management Inc.
Position in KBWD — Invesco KBW High Dividend Yield Financial ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in KBWD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 KBWD | $1,730 | 138 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 KBWD | $1,885 | 138 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 KBWD | $1,867 | 138 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 KBWD | $1,914 | 138 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 KBWD | $1,994 | 138 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 KBWD | $2,024 | 138 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 KBWD | $2,108 | 138 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 KBWD | $2,075 | 138 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 KBWD | $4,213 | 272 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 KBWD | $12,814 | 808 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 KBWD | $12,273 | 808 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 KBWD | $12,629 | 808 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 KBWD | $11,918 | 808 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 KBWD | $12,006 | 808 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 KBWD | $11,198 | 808 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 KBWD | $241,505 | 14,708 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 KBWD | $306,777 | 15,708 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 KBWD | $319,572 | 15,758 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 KBWD | $272,820 | 13,413 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 KBWD | $276,576 | 13,413 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 KBWD | $263,028 | 13,413 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 KBWD | $222,119 | 13,413 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 KBWD | $180,002 | 13,413 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 KBWD | $182,014 | 13,413 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 KBWD | $145,262 | 13,413 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||