Geneos Wealth Management Inc.
Position in XSVM — Invesco S&P SmallCap Value with Momentum ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in XSVM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XSVM | $384,157 | 6,375 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 XSVM | $357,125 | 6,250 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 XSVM | $363,602 | 6,440 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 XSVM | $381,606 | 7,340 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 XSVM | $445,023 | 8,865 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 XSVM | $529,818 | 9,725 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 XSVM | $534,777 | 9,725 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 XSVM | $406,992 | 7,770 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 XSVM | $476,587 | 8,370 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 XSVM | $443,110 | 8,180 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 XSVM | $375,570 | 7,800 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 XSVM | $358,516 | 7,720 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 XSVM | $364,695 | 8,010 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 XSVM | $376,668 | 8,235 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 XSVM | $292,932 | 7,110 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 XSVM | $114,799 | 2,585 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 XSVM | $59,795 | 1,110 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 XSVM | $419,479 | 7,784 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||