Position in RS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$50,809
+$9,476 QoQ
Shares Held
136
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#560
of 679 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in RS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026Geneos Wealth Management Inc. holds $150,798 across 5 Steel names. RS ranks #1 (33.7% of the industry book) .
All Filings in RS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,809 | 136 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $41,333 | 136 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $39,286 | 136 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $38,192 | 136 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $119,282 | 380 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $124,451 | 431 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $35,542 | 132 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $37,597 | 130 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,280 | 43 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $14,369 | 43 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $13,424 | 48 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $11,800 | 45 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $10,863 | 40 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $10,269 | 40 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $8,097 | 40 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $6,976 | 40 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,794 | 40 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $7,334 | 40 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,488 | 40 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $69,928 | 491 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $74,091 | 491 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $464,636 | 3,051 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $76,000 | 3,815 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $46,020 | 451 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $42,813 | 451 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $39,503 | 451 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||