Geneos Wealth Management Inc.
CIK
0001764754
City
CENTENNIAL
State / Country
CO
Holdings in FXA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $16,525 | 250 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $16,380 | 250 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $56,406 | 865 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $15,480 | 250 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $15,332 | 250 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $17,125 | 250 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $16,522 | 250 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $16,142 | 250 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $16,880 | 250 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $15,925 | 250 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $16,497 | 250 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $16,555 | 250 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $16,850 | 250 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $18,990 | 300 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $23,912 | 350 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $25,970 | 350 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $18,022 | 250 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $3,589 | 50 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $3,726 | 50 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $3,780 | 50 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $3,841 | 50 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $14,276 | 200 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $6,890 | 100 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $6,135 | 100 | Shares | Sole | 2021-09-07 |