Geneos Wealth Management Inc.
CIK
0001764754
City
CENTENNIAL
State / Country
CO
Holdings in CIK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,361 | 481 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $1,409 | 481 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $1,423 | 481 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $1,394 | 481 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $1,390 | 481 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $1,486 | 481 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $1,428 | 481 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $1,418 | 481 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $1,505 | 481 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $1,245 | 481 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $1,414 | 481 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $1,236 | 481 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $1,212 | 481 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $1,274 | 481 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $12,093 | 4,430 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $13,511 | 4,430 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $53,336 | 15,550 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $53,958 | 15,550 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $54,736 | 15,550 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $52,559 | 15,550 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $55,849 | 17,730 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $15,376 | 5,230 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $17,018 | 6,280 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $15,009 | 6,280 | Shares | Sole | 2021-09-07 |