Geneos Wealth Management Inc.
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1764754
ENGLEWOOD, CO
Position in ACIO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,379,439
+$222,654 QoQ
Shares Held
51,570
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#34
of 79 holders
Holding Since
Dec 2020
4 quarters on record
Common Shares in ACIO Over Time
Shares Held
Position Value (USD)
All Filings in ACIO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,379,439 | 51,570 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,156,785 | 51,401 | Shares | Sole | 2026-05-05 | |
| 2021-03-31 | $251,117 | 8,864 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $18,000 | 11,327 | Shares | Sole | 2021-05-19 | |
| No filing history on record for this holder in this stock. | ||||||