Geneos Wealth Management Inc.
Position in SMAY — FT Vest U.S. Small Cap Moderate Buffer ETF - May
CIK 1764754
ENGLEWOOD, CO
All Filings in SMAY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMAY | $146,804 | 5,580 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 SMAY | $144,895 | 5,580 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 SMAY | $141,313 | 5,580 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 SMAY | $133,752 | 5,580 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 SMAY | $147,266 | 6,280 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 SMAY | $155,681 | 6,280 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||