Geneos Wealth Management Inc.
CIK
0001764754
City
CENTENNIAL
State / Country
CO
Holdings in CII
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $331,620 | 14,190 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $326,370 | 14,190 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $302,956 | 14,190 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $281,759 | 15,255 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $306,625 | 15,255 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $304,643 | 15,472 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $319,200 | 15,968 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $305,973 | 15,699 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $321,461 | 16,919 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $334,189 | 17,919 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $331,680 | 17,919 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $348,182 | 19,419 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $332,453 | 19,419 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $337,537 | 20,519 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $400,173 | 22,763 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $533,755 | 25,563 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $554,371 | 25,062 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $506,252 | 25,062 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $538,984 | 26,177 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $505,477 | 26,177 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $455,479 | 26,177 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $404,696 | 26,177 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $378,781 | 26,177 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $340,039 | 26,177 | Shares | Sole | 2021-09-07 |