Geneos Wealth Management Inc.
CIK
0001764754
City
CENTENNIAL
State / Country
CO
Holdings in NPV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $11,070 | 1,000 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $11,600 | 1,000 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $11,260 | 1,000 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $11,940 | 1,000 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $12,650 | 1,000 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $13,030 | 1,000 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $11,500 | 1,000 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $11,070 | 1,000 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $10,780 | 1,000 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $9,500 | 1,000 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $10,790 | 1,000 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $11,400 | 1,000 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $11,160 | 1,000 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $12,390 | 1,000 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $12,340 | 1,000 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $14,220 | 1,000 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $17,020 | 1,000 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $16,640 | 1,000 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $16,540 | 1,000 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $26,895 | 1,650 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $26,235 | 1,650 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $15,050 | 1,000 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $14,280 | 1,000 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $12,920 | 1,000 | Shares | Sole | 2021-09-07 |