Geneos Wealth Management Inc.
Position in SDG — iShares MSCI Global Sustainable Development Goals ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in SDG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SDG | $2,098 | 25 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 SDG | $2,105 | 25 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 SDG | $2,080 | 25 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 SDG | $1,896 | 25 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 SDG | $1,809 | 25 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 SDG | $1,789 | 25 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 SDG | $2,119 | 25 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 SDG | $1,876 | 25 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 SDG | $1,967 | 25 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 SDG | $19,452 | 240 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 SDG | $29,211 | 392 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 SDG | $30,987 | 392 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 SDG | $31,042 | 392 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 SDG | $1,972 | 25 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 SDG | $1,771 | 25 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||