Geneos Wealth Management Inc.
Holdings in DMLP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,191,906 | 98,028 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $1,025,192 | 39,598 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $74,525 | 2,675 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $35,344 | 1,175 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $24,497 | 735 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $22,160 | 735 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $95,172 | 3,085 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $104,026 | 3,085 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $149,123 | 4,685 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $155,417 | 5,350 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $118,342 | 3,950 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $234,747 | 7,750 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $261,887 | 8,750 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $249,800 | 10,000 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $291,089 | 12,205 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $163,485 | 6,300 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $128,635 | 6,500 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $53,676 | 2,800 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $52,235 | 3,100 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $21,856 | 1,600 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $17,456 | 1,600 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $16,528 | 1,600 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $23,004 | 1,800 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $22,344 | 2,400 | Shares | Sole | 2021-09-07 |