Geneos Wealth Management Inc.

Position in SFY — Sofi Select 500 ETF

CIK 1764754 ENGLEWOOD, CO

Back to SFY Full portfolio

All Filings in SFY

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SFY	$4,743	38	0.0%	Shares	Sole	2026-05-05
2025-12-31 SFY	$5,022	38	0.0%	Shares	Sole	2026-01-28
2025-09-30 SFY	$4,909	38	-71.2%	Shares	Sole	2025-10-22
2022-06-30 SFY	$1,000	132	0.0%	Shares	Sole	2022-07-22
2022-03-31 SFY	$2,000	132	-45.5%	Shares	Sole	2022-05-16
2021-12-31 SFY	$4,000	242	0.0%	Shares	Sole	2022-02-09
2021-09-30 SFY	$3,000	242	0.0%	Shares	Sole	2021-11-09
2021-06-30 SFY	$3,000	242	+83.3%	Shares	Sole	2021-07-08
2021-03-31 SFY	$9,570	132	0.0%	Shares	Sole	2021-06-17
2020-12-31 SFY	$1,000	132	—	Shares	Sole	2021-05-19
No filing history on record for this holder in this stock.