Geneos Wealth Management Inc.
Holdings in EIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $36,001 | 3,700 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $36,778 | 3,700 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $35,779 | 3,700 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $36,889 | 3,700 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $38,332 | 3,700 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $39,812 | 3,700 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $39,146 | 3,700 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $38,295 | 3,700 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $37,481 | 3,700 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $33,152 | 3,700 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $36,815 | 3,700 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $38,480 | 3,700 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $38,443 | 3,700 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $35,816 | 3,700 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $57,854 | 5,407 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $62,180 | 5,407 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $73,427 | 5,407 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $72,345 | 5,407 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $73,967 | 5,407 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $71,913 | 5,407 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $73,535 | 5,407 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $83,063 | 6,307 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $80,225 | 6,307 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $78,711 | 6,307 | Shares | Sole | 2021-09-07 |