Geneos Wealth Management Inc.
CIK
0001764754
City
CENTENNIAL
State / Country
CO
Holdings in JPC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,596,575 | 196,865 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $1,601,919 | 195,356 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $1,670,205 | 208,255 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $1,503,190 | 188,843 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $1,346,543 | 171,316 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $1,349,610 | 167,238 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $1,203,439 | 161,103 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $1,098,430 | 152,772 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $1,106,652 | 163,706 | Shares | Sole | 2024-01-26 |
| 2022-06-30 | $27,149 | 3,549 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $30,450 | 3,549 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $34,638 | 3,549 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $35,135 | 3,549 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $35,419 | 3,549 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $33,680 | 3,549 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $33,715 | 3,549 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $30,131 | 3,549 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $29,208 | 3,549 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $26,049 | 3,549 | Shares | Sole | 2021-09-07 |