Geneos Wealth Management Inc.
Position in SHRY — First Trust Bloomberg Shareholder Yield ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in SHRY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 SHRY | $59,438 | 1,400 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 SHRY | $56,785 | 1,400 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 SHRY | $27,818 | 700 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 SHRY | $28,903 | 700 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 SHRY | $30,312 | 800 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 SHRY | $30,572 | 800 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 SHRY | $27,591 | 800 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 SHRY | $24,750 | 800 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 SHRY | $25,923 | 800 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 SHRY | $24,790 | 800 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 SHRY | $35,802 | 1,200 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 SHRY | $32,108 | 1,200 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 SHRY | $34,160 | 1,200 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 SHRY | $66,766 | 2,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 SHRY | $70,630 | 2,000 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 SHRY | $63,828 | 2,000 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 SHRY | $64,386 | 2,000 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 SHRY | $60,542 | 2,000 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 SHRY | $54,700 | 2,000 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 SHRY | $59,895 | 2,500 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 SHRY | $78,949 | 3,500 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 SHRY | $65,933 | 3,500 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||