Geneos Wealth Management Inc.
CIK
0001764754
City
CENTENNIAL
State / Country
CO
Holdings in HTD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $276,822 | 11,700 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $290,160 | 11,700 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $273,663 | 11,700 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $139,990 | 5,850 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $128,817 | 5,850 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $135,837 | 5,850 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $118,228 | 5,850 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $100,266 | 5,100 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $42,682 | 2,250 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $79,920 | 4,500 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $91,800 | 4,500 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $10,660 | 500 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $102,870 | 4,500 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $94,320 | 4,500 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $125,146 | 5,453 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $139,378 | 5,453 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $147,799 | 5,652 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $129,317 | 5,652 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $140,734 | 5,652 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $132,765 | 5,652 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $118,918 | 5,652 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $98,351 | 5,152 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $99,111 | 5,146 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $90,219 | 5,129 | Shares | Sole | 2021-09-07 |