Geneos Wealth Management Inc.
Holdings in DBP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $93,043 | 905 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $56,470 | 635 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $47,713 | 635 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $419,625 | 5,873 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $38,563 | 635 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $40,506 | 635 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $36,385 | 635 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $34,004 | 635 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $131,418 | 2,631 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $124,919 | 2,631 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $109,803 | 2,225 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $113,564 | 2,225 | Shares | Sole | 2023-04-25 |
| 2022-06-30 | $3,880 | 83 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $4,297 | 83 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $4,067 | 83 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $3,904 | 83 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $4,084 | 83 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $3,927 | 83 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $4,379 | 83 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $4,261 | 83 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $3,969 | 83 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $3,381 | 83 | Shares | Sole | 2021-09-07 |