Geneos Wealth Management Inc.
Holdings in MAIN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,123,372 | 35,161 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $2,398,106 | 37,712 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $2,175,471 | 36,810 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $88,855 | 1,571 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $107,259 | 1,831 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $66,736 | 1,331 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $58,669 | 1,162 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $64,341 | 1,360 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $90,221 | 2,087 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $634,234 | 15,610 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $621,265 | 15,520 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $143,081 | 3,626 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $465,717 | 12,604 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $358,064 | 10,644 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $475,922 | 12,352 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $432,838 | 10,151 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $1,583,064 | 35,289 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $1,301,102 | 31,657 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $1,175,831 | 28,616 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $977,888 | 24,978 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $808,984 | 25,077 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $711,069 | 24,047 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $674,555 | 21,669 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $404,744 | 19,734 | Shares | Sole | 2021-09-07 |