Geneos Wealth Management Inc.
CIK
0001764754
City
CENTENNIAL
State / Country
CO
Holdings in CHI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $403,207 | 38,474 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $415,134 | 38,474 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $404,746 | 38,474 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $40,182 | 4,190 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $50,028 | 4,190 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $48,771 | 4,190 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $48,771 | 4,190 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $49,713 | 4,380 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $53,250 | 5,140 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $54,175 | 5,140 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $57,568 | 5,140 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $54,072 | 5,140 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $54,021 | 5,140 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $81,124 | 8,398 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $467,777 | 43,636 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $569,456 | 43,108 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $693,307 | 45,884 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $838,694 | 56,025 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $871,531 | 57,451 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $819,612 | 57,638 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $786,606 | 58,095 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $631,686 | 57,426 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $605,267 | 56,886 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $476,264 | 57,106 | Shares | Sole | 2021-09-07 |