Geneos Wealth Management Inc.
Position in STOT — State Street(R) DoubleLine(R) Short Duration Total Return Tactical ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in STOT
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 STOT | $18,852 | 400 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 STOT | $18,912 | 400 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 STOT | $18,954 | 400 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 STOT | $18,940 | 400 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 STOT | $4,016 | 85 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 STOT | $3,983 | 85 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 STOT | $9,019 | 190 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 STOT | $8,901 | 190 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 STOT | $32,423 | 690 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 STOT | $32,319 | 690 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 STOT | $28,078 | 605 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 STOT | $28,097 | 605 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 STOT | $35,058 | 755 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 STOT | $83,183 | 1,805 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 STOT | $342,379 | 7,439 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 STOT | $346,843 | 7,439 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 STOT | $261,865 | 5,491 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 STOT | $318,953 | 6,496 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 STOT | $381,452 | 7,696 | Shares | Sole | 2021-11-09 | |
| 2021-03-31 STOT | $33,113 | 667 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 STOT | $44,448 | 892 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 STOT | $54,327 | 1,092 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 STOT | $54,152 | 1,092 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 STOT | $52,656 | 1,092 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||