Geneos Wealth Management Inc.
Holdings in PEO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $40,653 | 1,870 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $40,091 | 1,863 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $54,963 | 2,572 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $40,396 | 1,771 | Shares | Sole | 2025-05-21 |
| 2024-09-30 | $35,480 | 1,528 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $36,076 | 1,528 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $35,235 | 1,528 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $31,522 | 1,528 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $35,327 | 1,528 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $31,812 | 1,528 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $31,415 | 1,528 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $33,310 | 1,528 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $29,734 | 1,528 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $70,092 | 3,600 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $75,348 | 3,600 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $59,472 | 3,600 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $55,354 | 3,528 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $57,153 | 3,528 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $22,476 | 1,528 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $17,373 | 1,528 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $62,875 | 6,429 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $126,891 | 11,170 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $92,599 | 11,170 | Shares | Sole | 2021-09-07 |