Geneos Wealth Management Inc.
Position in TOLZ — ProShares DJ Brookfield Global Infrastructure ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in TOLZ
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TOLZ | $14,995 | 250 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 TOLZ | $13,537 | 250 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 TOLZ | $13,530 | 250 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 TOLZ | $13,462 | 250 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 TOLZ | $13,162 | 250 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 TOLZ | $12,280 | 250 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 TOLZ | $12,640 | 250 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 TOLZ | $22,475 | 500 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 TOLZ | $22,965 | 500 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 TOLZ | $22,815 | 500 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 TOLZ | $31,042 | 750 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 TOLZ | $40,410 | 900 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 TOLZ | $50,472 | 1,111 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 TOLZ | $53,764 | 1,209 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 TOLZ | $92,357 | 2,267 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 TOLZ | $106,536 | 2,316 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 TOLZ | $118,442 | 2,387 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 TOLZ | $140,237 | 2,932 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 TOLZ | $280,804 | 6,218 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 TOLZ | $201,560 | 4,359 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 TOLZ | $145,072 | 3,335 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 TOLZ | $112,080 | 2,729 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 TOLZ | $52,955 | 1,383 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||