Geneos Wealth Management Inc.
Holdings in BGR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $8,801 | 650 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $8,820 | 650 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $8,619 | 650 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $8,827 | 650 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $8,196 | 650 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $8,372 | 650 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $8,593 | 650 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $8,612 | 650 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $8,092 | 650 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $8,521 | 650 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $7,826 | 650 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $7,904 | 650 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $8,144 | 650 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $7,007 | 650 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $123,928 | 11,297 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $147,830 | 12,744 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $140,730 | 14,845 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $140,730 | 14,845 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $145,629 | 14,845 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $109,357 | 12,315 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $131,073 | 18,461 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $35,467 | 5,941 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $42,418 | 5,867 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $36,596 | 5,809 | Shares | Sole | 2021-09-07 |