Geneos Wealth Management Inc.
Holdings in OCC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,349 | 528 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $4,287 | 528 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $1,536 | 528 | Shares | Sole | 2025-08-18 |
| 2024-12-31 | $635 | 176 | Shares | Sole | 2025-01-21 |
| 2023-09-30 | $526 | 176 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $711 | 176 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $756 | 176 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $777 | 176 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $607 | 176 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $8,501 | 2,355 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $9,985 | 2,355 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $12,646 | 2,355 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $8,807 | 2,355 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $8,478 | 2,355 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $8,454 | 2,355 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $6,311 | 2,355 | Shares | Sole | 2021-05-19 |