Geneos Wealth Management Inc.
Holdings in CARE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $51,607 | 2,625 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $50,951 | 2,625 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $45,517 | 2,625 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $17,652 | 1,091 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $19,190 | 1,091 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $18,972 | 1,091 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $16,495 | 1,091 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $13,790 | 1,091 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $7,485 | 500 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $6,265 | 500 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $7,395 | 500 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $7,000 | 500 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $8,295 | 500 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $8,050 | 500 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $9,504 | 720 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $12,506 | 720 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $11,080 | 720 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $10,238 | 720 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $9,007 | 720 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $10,051 | 720 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $7,718 | 720 | Shares | Sole | 2021-05-19 |