Geneos Wealth Management Inc.
Holdings in PFN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $84,750 | 11,300 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $85,767 | 11,300 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $92,966 | 12,580 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $85,202 | 11,300 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $92,499 | 12,416 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $102,229 | 13,416 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $96,192 | 13,416 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $100,083 | 13,416 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $104,068 | 14,394 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $371,030 | 56,302 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $399,534 | 55,414 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $167,333 | 23,338 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $257,786 | 36,462 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $186,376 | 26,972 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $175,776 | 22,194 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $144,947 | 16,699 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $168,251 | 17,618 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $188,553 | 18,595 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $203,920 | 18,572 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $188,298 | 18,317 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $194,230 | 19,560 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $198,970 | 21,913 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $314,822 | 36,145 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $275,555 | 36,353 | Shares | Sole | 2021-09-07 |