Geneos Wealth Management Inc.
Holdings in RM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $11,625 | 300 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $11,688 | 300 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $8,763 | 300 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $9,033 | 300 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $10,194 | 300 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $9,813 | 300 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $8,622 | 300 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $7,263 | 300 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $7,524 | 300 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $8,304 | 300 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $9,150 | 300 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $7,827 | 300 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $8,424 | 300 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $8,412 | 300 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $16,816 | 450 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $21,856 | 450 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $8,619 | 150 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $8,727 | 150 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $6,981 | 150 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $5,199 | 150 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $4,479 | 150 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $2,515 | 151 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $2,656 | 150 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $2,049 | 150 | Shares | Sole | 2021-09-07 |