Geneos Wealth Management Inc.
Holdings in PFL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $443,038 | 52,555 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $281,347 | 33,022 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $284,819 | 34,151 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $179,499 | 20,872 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $115,585 | 13,793 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $105,890 | 12,356 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $105,249 | 12,914 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $39,355 | 4,641 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $4,709 | 558 | Shares | Sole | 2024-01-26 |
| 2021-12-31 | $24,254 | 2,211 | Shares | Sole | 2022-02-09 |