Geneos Wealth Management Inc.
Position in PHDG — Invesco S&P 500 Downside Hedged ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in PHDG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PHDG | $4,308 | 114 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 PHDG | $3,405,841 | 90,968 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 PHDG | $3,406,119 | 91,464 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 PHDG | $3,235,951 | 91,696 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 PHDG | $4,011,997 | 109,978 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 PHDG | $1,567,629 | 42,084 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 PHDG | $1,499,666 | 39,248 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 PHDG | $1,286,941 | 34,401 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 PHDG | $1,161,438 | 31,578 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 PHDG | $965,902 | 28,218 | Shares | Sole | 2024-01-26 | |
| 2020-09-30 PHDG | $17,319 | 525 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 PHDG | $16,264 | 525 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||