Geneos Wealth Management Inc.
CIK
0001764754
City
CENTENNIAL
State / Country
CO
Holdings in DSM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $264,446 | 42,860 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $253,731 | 42,860 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $240,016 | 42,860 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $162,887 | 28,230 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $164,016 | 28,230 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $175,872 | 28,230 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $167,686 | 28,230 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $165,427 | 28,230 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $151,372 | 26,510 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $131,754 | 26,510 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $151,107 | 26,510 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $159,325 | 26,510 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $153,227 | 26,510 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $150,046 | 26,510 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $141,256 | 22,710 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $160,559 | 22,710 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $189,628 | 22,710 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $181,225 | 22,710 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $186,903 | 22,710 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $177,819 | 22,710 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $178,727 | 22,710 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $165,555 | 22,710 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $164,420 | 22,710 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $162,830 | 22,710 | Shares | Sole | 2021-09-07 |