Geneos Wealth Management Inc.
Holdings in GUG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $45,990 | 3,000 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $46,800 | 3,000 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $46,920 | 3,000 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $22,605 | 1,500 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $22,305 | 1,500 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $24,825 | 1,500 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $22,395 | 1,500 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $22,065 | 1,500 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $21,990 | 1,500 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $20,250 | 1,500 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $21,540 | 1,500 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $21,060 | 1,500 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $20,175 | 1,500 | Shares | Sole | 2023-01-31 |