Geneos Wealth Management Inc.
CIK
0001764754
City
CENTENNIAL
State / Country
CO
Holdings in GDO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,082 | 515 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $6,118 | 515 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $6,077 | 515 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $5,963 | 515 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $12,802 | 1,130 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $14,543 | 1,130 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $6,288 | 515 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $6,427 | 515 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $6,576 | 515 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $6,102 | 515 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $6,365 | 515 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $6,540 | 515 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $6,576 | 515 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $5,742 | 515 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $6,988 | 515 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $7,652 | 515 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $4,372 | 250 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $4,507 | 250 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $4,650 | 250 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $4,402 | 250 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $4,525 | 250 | Shares | Sole | 2021-05-19 |
| 2020-06-30 | $23,751 | 1,450 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $34,668 | 2,525 | Shares | Sole | 2021-09-07 |