Geneos Wealth Management Inc.
Position in PALL — abrdn Palladium ETF Trust
CIK 1764754
ENGLEWOOD, CO
Position in PALL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$16,560
-$3,646 QoQ
Shares Held
750
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 113 holders
Holding Since
Mar 2020
19 quarters on record
Common Shares in PALL Over Time
Shares Held
Position Value (USD)
All Filings in PALL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,560 | 750 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $20,206 | 150 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $433,232 | 2,980 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $291,704 | 2,555 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $16,801 | 167 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $13,582 | 150 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $12,528 | 150 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $13,749 | 150 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,363 | 150 | Shares | Sole | 2024-07-23 | |
| 2022-06-30 | $35,718 | 200 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $41,780 | 200 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $35,234 | 200 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $35,670 | 200 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $51,932 | 200 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $48,970 | 200 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $45,912 | 200 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $43,302 | 200 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $36,558 | 200 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $44,438 | 200 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||