Geneos Wealth Management Inc.
Position in KBWY — Invesco KBW Premium Yield Equity REIT ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in KBWY
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 KBWY | $1,436 | 94 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 KBWY | $1,450 | 94 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 KBWY | $4,051 | 254 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 KBWY | $3,995 | 254 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 KBWY | $4,239 | 254 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 KBWY | $4,549 | 254 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 KBWY | $5,359 | 254 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 KBWY | $4,528 | 254 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 KBWY | $4,584 | 254 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 KBWY | $5,125 | 254 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 KBWY | $4,434 | 254 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 KBWY | $4,561 | 254 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 KBWY | $4,668 | 254 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 KBWY | $4,950 | 254 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 KBWY | $4,818 | 254 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 KBWY | $28,363 | 1,284 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 KBWY | $32,716 | 1,284 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 KBWY | $32,973 | 1,284 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 KBWY | $29,711 | 1,284 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 KBWY | $29,673 | 1,284 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 KBWY | $28,774 | 1,284 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 KBWY | $26,591 | 1,284 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 KBWY | $22,495 | 1,284 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 KBWY | $24,665 | 1,284 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 KBWY | $21,275 | 1,284 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||