Geneos Wealth Management Inc.
CIK
0001764754
City
CENTENNIAL
State / Country
CO
Holdings in REFI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $28,565 | 2,330 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $29,800 | 2,330 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $32,526 | 2,330 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $34,251 | 2,330 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $30,840 | 2,000 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $31,020 | 2,000 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $15,360 | 1,000 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $15,770 | 1,000 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $16,180 | 1,000 | Shares | Sole | 2024-01-26 |