Geneos Wealth Management Inc.

Position in DBRG — DigitalBridge Group, Inc.

CIK 1764754 ENGLEWOOD, CO

Position in DBRG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$8,473

+$193 QoQ

Shares Held

537

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#235

of 285 holders

Holding Since

Mar 2022

9 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $41,116,689 across 137 Asset Management names. DBRG ranks #102 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSLV	Sprott Physical Silver Trust	548,031	$10,341,344
2	PHYS	Sprott Physical Gold Trust	186,947	$5,640,190
3	HFRO	Highland Opportunities & Income Fund	525,538	$3,747,085
4	MAIN	Main Street Capital CORP	34,659	$1,798,108
5	CEF	Sprott Physical Gold & Silver Trust	39,560	$1,591,498
6	JPC	Nuveen Preferred & Income Opportunities Fund	186,542	$1,469,950
7	BLK	BlackRock, Inc.	1,358	$1,305,798
8	NMCO	Nuveen Municipal Credit Opportunities Fund	93,984	$1,023,485

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,473	537	0.0%	Shares	Sole	2026-08-06
2026-03-31	$8,280	537	0.0%	Shares	Sole	2026-05-05
2025-12-31	$8,237	537	0.0%	Shares	Sole	2026-01-28
2025-09-30	$6,282	537	-20.9%	Shares	Sole	2025-10-22
2025-06-30	$7,027	679	+26.4%	Shares	Sole	2025-08-18
2025-03-31	$4,736	537	+87.1%	Shares	Sole	2025-05-08
2024-12-31	$3,237	287	-97.1%	Shares	Sole	2025-01-21
2022-06-30	$47,672	9,769	0.0%	Shares	Sole	2022-07-22
2022-03-31	$70,336	9,769	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.