Geneos Wealth Management Inc.
Holdings in TDF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,988 | 443 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $5,160 | 443 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $4,425 | 443 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $4,297 | 443 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $3,761 | 443 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $4,057 | 443 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $3,552 | 443 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $3,481 | 443 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $3,619 | 443 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $3,783 | 443 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $4,035 | 443 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $4,691 | 443 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $4,527 | 443 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $4,124 | 443 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $8,313 | 583 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $7,806 | 583 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $9,911 | 583 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $10,476 | 583 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $13,834 | 583 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $16,673 | 708 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $16,538 | 708 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $48,421 | 2,208 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $44,557 | 2,208 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $35,515 | 2,083 | Shares | Sole | 2021-09-07 |