Geneos Wealth Management Inc.
Position in CRBN — iShares Low Carbon Optimized MSCI ACWI ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in CRBN
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CRBN | $474,135 | 2,128 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 CRBN | $490,567 | 2,128 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 CRBN | $482,779 | 2,128 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 CRBN | $475,535 | 2,245 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 CRBN | $34,221 | 179 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 CRBN | $34,652 | 179 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 CRBN | $37,461 | 191 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 CRBN | $35,003 | 191 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 CRBN | $34,103 | 190 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 CRBN | $31,440 | 190 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 CRBN | $24,189 | 161 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 CRBN | $25,178 | 161 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 CRBN | $23,670 | 160 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 CRBN | $22,103 | 160 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 CRBN | $20,009 | 158 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 CRBN | $21,615 | 158 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 CRBN | $25,633 | 157 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 CRBN | $128,389 | 738 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 CRBN | $121,081 | 737 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 CRBN | $122,349 | 737 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 CRBN | $114,919 | 736 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 CRBN | $107,277 | 721 | Shares | Sole | 2021-05-19 | |
| No filing history on record for this holder in this stock. | ||||||