Geneos Wealth Management Inc.
Holdings in WEA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,989 | 271 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $3,043 | 271 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $2,940 | 271 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $3,037 | 271 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $2,918 | 271 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $3,056 | 271 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $2,842 | 271 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $2,883 | 271 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $2,926 | 271 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $2,734 | 271 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $2,761 | 271 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $2,764 | 271 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $2,883 | 271 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $2,653 | 271 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $2,867 | 271 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $3,252 | 271 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $3,883 | 271 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $3,826 | 271 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $3,989 | 271 | Shares | Sole | 2021-07-08 |
| 2021-03-31 | $3,807 | 271 | Shares | Sole | 2021-06-17 |