Geneos Wealth Management Inc.
Holdings in AVK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,241 | 99 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $1,266 | 99 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $18,431 | 1,522 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $45,831 | 3,975 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $11,664 | 991 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $16,083 | 1,370 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $1,149 | 99 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $1,150 | 99 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $1,096 | 99 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $103,153 | 10,099 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $115,248 | 10,099 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $1,114 | 99 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $107,184 | 10,099 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $104,529 | 10,099 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $118,493 | 10,099 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $153,992 | 10,099 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $181,526 | 10,099 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $176,806 | 10,099 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $189,491 | 10,099 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $1,703 | 99 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $1,592 | 99 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $23,115 | 1,719 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $1,260 | 99 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $1,025 | 99 | Shares | Sole | 2021-09-07 |