Geneos Wealth Management Inc.
CIK
0001764754
City
CENTENNIAL
State / Country
CO
Holdings in PFD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,273 | 360 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $4,327 | 360 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $4,071 | 360 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $4,039 | 360 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $4,046 | 360 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $4,302 | 360 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $3,758 | 360 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $3,819 | 360 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $3,556 | 360 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $3,286 | 360 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $3,549 | 360 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $3,819 | 360 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $3,999 | 360 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $3,819 | 360 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $8,596 | 685 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $9,494 | 685 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $21,280 | 1,216 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $19,164 | 1,216 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $11,439 | 685 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $12,138 | 685 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $12,980 | 685 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $25,012 | 1,515 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $17,278 | 1,190 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $14,363 | 1,190 | Shares | Sole | 2021-09-07 |