Position in WS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,395
+$808 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#192
of 234 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in WS 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. WS ranks #4 (5.6% of the industry book) .
All Filings in WS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,395 | 250 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,587 | 250 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $25,965 | 750 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $22,792 | 750 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $14,915 | 500 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $12,665 | 500 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,364 | 200 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||