Position in CALY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,545
+$2,494 QoQ
Shares Held
508
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#263
of 310 holders
Holding Since
Mar 2020
19 quarters on record
Common Shares in CALY Over Time
Shares Held
Position Value (USD)
Position in Leisure
Consumer Cyclical · as of Jun 30, 2026Geneos Wealth Management Inc. holds $25,476 across 5 Leisure names. CALY ranks #2 (37.5% of the industry book) .
All Filings in CALY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,545 | 508 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,051 | 508 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,928 | 508 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,826 | 508 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,796 | 720 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $4,349 | 660 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,495 | 572 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $6,280 | 572 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,508 | 360 | Shares | Sole | 2024-07-23 | |
| 2022-06-30 | $16,320 | 800 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $14,286 | 610 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $16,464 | 600 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $30,393 | 1,100 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $37,103 | 1,100 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $29,425 | 1,100 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $29,028 | 1,209 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $21,073 | 1,101 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $19,261 | 1,100 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $11,242 | 1,100 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||