Geneos Wealth Management Inc.
CIK
0001764754
City
CENTENNIAL
State / Country
CO
Holdings in HPS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,043 | 350 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $5,404 | 350 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $4,991 | 350 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $5,250 | 350 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $5,260 | 350 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $6,034 | 350 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $13,438 | 850 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $13,115 | 850 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $12,019 | 850 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $8,664 | 650 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $9,106 | 650 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $9,509 | 650 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $9,379 | 650 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $9,743 | 650 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $96,149 | 6,097 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $109,502 | 6,097 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $114,318 | 6,097 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $61,340 | 3,275 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $62,912 | 3,275 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $59,605 | 3,275 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $54,031 | 3,125 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $49,937 | 3,125 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $49,031 | 3,125 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $42,687 | 3,125 | Shares | Sole | 2021-09-07 |