Position in CALM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$24,168
-$27,279 QoQ
Shares Held
300
-53.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#367
of 453 holders
Holding Since
Mar 2020
15 quarters on record
Common Shares in CALM Over Time
Shares Held
Position Value (USD)
Position in Farm Products
Consumer Defensive · as of Jun 30, 2026Geneos Wealth Management Inc. holds $274,169 across 4 Farm Products names. CALM ranks #4 (8.8% of the industry book) .
All Filings in CALM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,168 | 300 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $51,447 | 650 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $230,753 | 2,900 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $61,165 | 650 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $66,851 | 671 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $33,723 | 371 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $36,022 | 350 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $26,194 | 350 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $21,388 | 350 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $20,597 | 350 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $20,086 | 350 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $16,947 | 350 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $15,750 | 350 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $21,311 | 350 | Shares | Sole | 2023-04-25 | |
| 2020-03-31 | $17,592 | 400 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||