Geneos Wealth Management Inc.
Position in XMVM — Invesco S&P MidCap Value with Momentum ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in XMVM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XMVM | $72,152 | 1,108 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 XMVM | $70,960 | 1,106 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 XMVM | $30,568 | 496 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 XMVM | $27,592 | 496 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 XMVM | $30,589 | 580 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 XMVM | $6,927 | 125 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 XMVM | $6,928 | 125 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 XMVM | $6,455 | 125 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 XMVM | $6,787 | 125 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 XMVM | $6,292 | 125 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 XMVM | $5,730 | 125 | Shares | Sole | 2023-10-11 | |
| 2022-06-30 XMVM | $67,001 | 1,704 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 XMVM | $82,132 | 1,704 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 XMVM | $93,518 | 1,914 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 XMVM | $85,498 | 1,914 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 XMVM | $86,780 | 1,914 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 XMVM | $85,479 | 1,914 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 XMVM | $70,014 | 1,914 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 XMVM | $54,281 | 1,914 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 XMVM | $61,912 | 2,299 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 XMVM | $56,450 | 2,489 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||