Geneos Wealth Management Inc.
Holdings in PPLT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,500,399 | 13,412 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $128,592 | 900 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $75,933 | 618 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $39,471 | 432 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $1,661 | 20 | Shares | Sole | 2025-01-21 |
| 2023-12-31 | $55,972 | 614 | Shares | Sole | 2024-01-26 |
| 2021-03-31 | $8,459 | 76 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $7,655 | 76 | Shares | Sole | 2021-05-19 |