Geneos Wealth Management Inc.
Position in PFI — Invesco Dorsey Wright Financial Momentum ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in PFI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PFI | $95,850 | 1,800 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 PFI | $103,914 | 1,800 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 PFI | $104,346 | 1,800 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 PFI | $102,114 | 1,800 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 PFI | $96,210 | 1,800 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 PFI | $34,206 | 600 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 PFI | $33,210 | 600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 PFI | $29,304 | 600 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 PFI | $29,826 | 600 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 PFI | $26,982 | 600 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 PFI | $24,840 | 600 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 PFI | $25,248 | 600 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 PFI | $23,910 | 600 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 PFI | $24,444 | 600 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 PFI | $22,986 | 600 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 PFI | $23,790 | 600 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 PFI | $29,478 | 600 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 PFI | $32,802 | 600 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 PFI | $31,824 | 600 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 PFI | $30,444 | 600 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 PFI | $28,860 | 600 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 PFI | $25,836 | 600 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 PFI | $22,272 | 600 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 PFI | $20,634 | 600 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 PFI | $17,412 | 600 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||