Geneos Wealth Management Inc.
Holdings in AG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,183,759 | 191,102 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $2,281,970 | 185,677 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $1,118,327 | 135,227 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $680,051 | 101,652 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $539,952 | 98,352 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $548,112 | 91,352 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $532,367 | 89,927 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $460,562 | 78,327 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $417,136 | 67,827 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $351,543 | 68,527 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $426,727 | 75,527 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $539,070 | 74,767 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $625,641 | 75,017 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $616,206 | 80,867 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $530,544 | 73,892 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $843,450 | 64,092 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $676,476 | 60,889 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $697,650 | 61,739 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $981,231 | 62,064 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $1,068,227 | 68,564 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $930,572 | 69,239 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $269,815 | 28,342 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $100,166 | 10,067 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $95,121 | 15,367 | Shares | Sole | 2021-09-07 |