Geneos Wealth Management Inc.
CIK
0001764754
City
CENTENNIAL
State / Country
CO
Holdings in SPXX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,102 | 172 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $3,008 | 172 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $3,051 | 172 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $2,906 | 172 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $3,053 | 172 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $2,886 | 172 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $2,808 | 172 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $2,695 | 172 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $2,586 | 172 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $2,549 | 172 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $2,696 | 172 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $2,679 | 172 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $2,772 | 172 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $2,581 | 172 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $16,004 | 1,022 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $19,623 | 1,092 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $20,311 | 1,092 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $18,662 | 1,092 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $19,776 | 1,092 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $18,050 | 1,092 | Shares | Sole | 2021-06-17 |
| 2020-12-31 | $14,020 | 920 | Shares | Sole | 2021-05-19 |
| 2020-09-30 | $12,254 | 920 | Shares | Sole | 2021-09-07 |
| 2020-06-30 | $11,812 | 920 | Shares | Sole | 2021-09-07 |
| 2020-03-31 | $10,653 | 920 | Shares | Sole | 2021-09-07 |