Geneos Wealth Management Inc.
CIK
0001764754
City
CENTENNIAL
State / Country
CO
Holdings in EMD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,059 | 570 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $5,882 | 570 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $332,584 | 33,093 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $323,313 | 32,691 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $48,263 | 5,017 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $51,480 | 5,057 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $7,541 | 810 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $7,784 | 810 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $7,460 | 810 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $6,723 | 810 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $6,982 | 810 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $6,957 | 810 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $7,379 | 810 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $7,182 | 900 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $20,467 | 2,318 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $24,872 | 2,318 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $25,958 | 2,028 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $27,580 | 2,028 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $28,412 | 2,028 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $26,810 | 2,028 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $28,189 | 2,028 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $21,535 | 1,748 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $21,535 | 1,748 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $21,565 | 2,048 | Shares | Sole | 2021-09-07 |