Geneos Wealth Management Inc.
Position in TAXF — American Century Diversified Municipal Bond ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in TAXF
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TAXF | $72,572 | 1,450 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 TAXF | $73,051 | 1,450 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 TAXF | $72,833 | 1,450 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 TAXF | $70,948 | 1,450 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 TAXF | $78,029 | 1,577 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 TAXF | $72,703 | 1,450 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 TAXF | $74,559 | 1,450 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 TAXF | $73,022 | 1,450 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 TAXF | $73,297 | 1,450 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 TAXF | $11,975 | 235 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 TAXF | $11,268 | 235 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 TAXF | $11,750 | 235 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 TAXF | $11,832 | 235 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||