Geneos Wealth Management Inc.
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1764754
ENGLEWOOD, CO
Position in CWI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$152,580
+$2,794 QoQ
Shares Held
4,170
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Common Shares in CWI Over Time
Shares Held
Position Value (USD)
All Filings in CWI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $152,580 | 4,170 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $149,786 | 4,170 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $137,864 | 3,948 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $128,941 | 3,948 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $116,781 | 3,948 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $58,282 | 2,086 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $63,497 | 2,086 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $70,633 | 2,495 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $70,858 | 2,495 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $74,305 | 2,748 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $48,485 | 1,948 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $81,630 | 3,124 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $104,540 | 4,063 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $85,364 | 3,548 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $73,980 | 3,488 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $57,785 | 2,430 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $11,668 | 424 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||