Geneos Wealth Management Inc.
CIK
0001764754
City
CENTENNIAL
State / Country
CO
Holdings in DFP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $17,775 | 855 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $18,502 | 855 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $17,553 | 855 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $17,305 | 855 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $17,048 | 855 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $18,382 | 855 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $16,416 | 855 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $16,390 | 855 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $15,176 | 855 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $14,338 | 855 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $14,894 | 855 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $15,526 | 855 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $15,997 | 855 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $16,236 | 855 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $38,682 | 1,800 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $46,872 | 1,800 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $54,587 | 1,965 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $56,592 | 1,965 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $66,963 | 2,287 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $78,613 | 2,610 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $75,846 | 2,610 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $71,253 | 2,610 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $63,501 | 2,610 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $52,800 | 2,610 | Shares | Sole | 2021-09-07 |