Skip to main content
Equibles

Geneos Wealth Management Inc.

Position in UPGD — Invesco Bloomberg Analyst Rating Improvers ETF

CIK 1764754 ENGLEWOOD, CO
Back to UPGD Full portfolio

All Filings in UPGD

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 UPGD $182,175 2,500
2025-12-31 UPGD $184,975 2,500
2025-09-30 UPGD $187,225 2,500
2025-06-30 UPGD $177,400 2,500
2025-03-31 UPGD $175,025 2,500
2024-12-31 UPGD $172,800 2,500
2024-09-30 UPGD $179,650 2,500
2024-06-30 UPGD $163,700 2,500
2024-03-31 UPGD $165,425 2,500
2023-12-31 UPGD $173,012 2,800
2023-09-30 UPGD $156,044 2,800
2023-06-30 UPGD $162,932 2,800
2023-03-31 UPGD $155,120 2,800
2022-12-31 UPGD $162,570 3,000
2022-09-30 UPGD $172,244 3,400
2022-06-30 UPGD $293,447 5,737
2022-03-31 UPGD $350,301 5,737
2021-12-31 UPGD $178,333 2,837
2021-09-30 UPGD $170,210 2,834
2021-06-30 UPGD $174,291 2,834
2021-03-31 UPGD $366,548 6,334
2020-12-31 UPGD $322,590 6,334
2020-09-30 UPGD $151,634 3,808
2020-06-30 UPGD $148,740 3,808
2020-03-31 UPGD $133,498 4,658