Position in KEX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,574
+$126 QoQ
Shares Held
41
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#415
of 464 holders
Holding Since
Mar 2020
16 quarters on record
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026Geneos Wealth Management Inc. holds $39,179 across 4 Marine Shipping names. KEX ranks #4 (14.2% of the industry book) .
All Filings in KEX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,574 | 41 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,448 | 41 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,517 | 41 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,421 | 41 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,062 | 27 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $13,737 | 136 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $9,204 | 87 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,407 | 36 | Shares | Sole | 2024-11-14 | |
| 2021-12-31 | $2,436 | 41 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,966 | 41 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,486 | 41 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $2,471 | 41 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $2,125 | 41 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $1,482 | 41 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $2,195 | 41 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $1,782 | 41 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||