Geneos Wealth Management Inc.
Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 1764754
ENGLEWOOD, CO
Position in BTAL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,490
-$107 QoQ
Shares Held
250
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
11 quarters on record
Common Shares in BTAL Over Time
Shares Held
Position Value (USD)
All Filings in BTAL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,490 | 250 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,597 | 250 | Shares | Sole | 2026-01-28 | |
| 2025-03-31 | $25,987 | 1,247 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $688,940 | 35,150 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $658,251 | 33,550 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $788,375 | 43,750 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $701,492 | 41,386 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $757,400 | 38,137 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $317,982 | 16,950 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $387,640 | 19,002 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $64,032 | 3,019 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||