Geneos Wealth Management Inc.
Position in PREF — Principal Spectrum Preferred Securities Active ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in PREF
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 PREF | $14,776 | 794 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 PREF | $14,935 | 794 | Shares | Sole | 2024-11-14 | |
| 2022-03-31 PREF | $5,241 | 276 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||