Geneos Wealth Management Inc.
CIK
0001764754
City
CENTENNIAL
State / Country
CO
Holdings in EOI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $155,680 | 7,572 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $121,212 | 5,772 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $120,750 | 5,772 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $47,575 | 2,536 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $48,518 | 2,336 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $47,257 | 2,336 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $45,388 | 2,336 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $42,585 | 2,336 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $38,730 | 2,336 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $37,025 | 2,336 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $28,626 | 1,736 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $26,421 | 1,736 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $25,918 | 1,736 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $24,477 | 1,736 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $10,597 | 718 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $13,218 | 718 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $14,474 | 718 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $12,852 | 718 | Shares | Sole | 2021-11-09 |