Geneos Wealth Management Inc.
Position in XTN — State Street(R) SPDR(R) S&P(R) Transportation ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in XTN
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 XTN | $284,418 | 3,450 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 XTN | $269,721 | 3,450 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 XTN | $292,456 | 3,450 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 XTN | $288,040 | 3,450 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 XTN | $258,474 | 3,450 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 XTN | $280,529 | 3,350 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 XTN | $242,774 | 3,350 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 XTN | $195,581 | 2,910 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 XTN | $185,105 | 2,910 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 XTN | $227,063 | 3,350 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 XTN | $298,351 | 3,350 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 XTN | $228,823 | 2,425 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 XTN | $188,181 | 2,175 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 XTN | $256,973 | 3,025 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 XTN | $411,647 | 4,704 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 XTN | $338,579 | 4,744 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 XTN | $79,956 | 1,375 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 XTN | $78,232 | 1,480 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 XTN | $60,181 | 1,380 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||