Geneos Wealth Management Inc.
Holdings in FT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $82,720 | 10,340 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $83,133 | 10,340 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $78,790 | 10,340 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $71,836 | 9,540 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $76,345 | 10,444 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $78,956 | 10,444 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $71,123 | 10,444 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $69,348 | 10,444 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $76,102 | 11,444 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $72,669 | 11,444 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $77,018 | 11,444 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $81,595 | 11,444 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $77,018 | 11,444 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $72,440 | 11,444 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $182,025 | 24,433 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $197,550 | 24,389 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $205,984 | 24,348 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $197,210 | 24,317 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $201,104 | 24,288 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $182,032 | 24,271 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $181,729 | 24,263 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $182,189 | 26,714 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $177,748 | 26,689 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $195,599 | 32,013 | Shares | Sole | 2021-09-07 |