Geneos Wealth Management Inc.
Position in SDCI — USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
CIK 1764754
ENGLEWOOD, CO
Position in SDCI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$13,620
-$8,410 QoQ
Shares Held
500
-50.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
6 quarters on record
Common Shares in SDCI Over Time
Shares Held
Position Value (USD)
All Filings in SDCI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,620 | 500 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $22,030 | 1,000 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $23,000 | 1,000 | Shares | Sole | 2025-10-22 | |
| 2024-06-30 | $19,350 | 1,000 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $18,926 | 1,000 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $17,455 | 1,000 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||