Geneos Wealth Management Inc.
Holdings in SA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $981,352 | 33,165 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $1,178,761 | 48,810 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $708,721 | 48,810 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $557,942 | 47,810 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $545,055 | 47,770 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $784,143 | 46,703 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $693,576 | 50,663 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $740,774 | 48,993 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $574,755 | 47,383 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $428,593 | 40,625 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $495,556 | 41,125 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $459,725 | 35,500 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $393,754 | 31,300 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $373,905 | 31,500 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $406,585 | 32,710 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $605,135 | 32,710 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $575,665 | 34,910 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $563,307 | 36,460 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $646,015 | 36,810 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $611,128 | 37,794 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $796,319 | 37,794 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $685,657 | 36,510 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $640,385 | 36,510 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $297,423 | 31,810 | Shares | Sole | 2021-09-07 |