Position in LDI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,143
-$836 QoQ
Shares Held
4,915
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#111
of 128 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in LDI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $107,520 across 3 Mortgage Finance names. LDI ranks #3 (5.7% of the industry book) .
All Filings in LDI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,143 | 4,915 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,979 | 4,915 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,174 | 4,915 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||