Geneos Wealth Management Inc.
Position in ZIM — ZIM Integrated Shipping Services Ltd.
CIK 1764754
ENGLEWOOD, CO
Position in ZIM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,500
-$87 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#213
of 245 holders
Holding Since
Mar 2022
17 quarters on record
Common Shares in ZIM Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026Geneos Wealth Management Inc. holds $39,179 across 4 Marine Shipping names. ZIM ranks #2 (16.6% of the industry book) .
All Filings in ZIM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,500 | 250 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,587 | 250 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,307 | 250 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,387 | 250 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,413 | 150 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $3,647 | 250 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,220 | 150 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $121,885 | 4,750 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $171,817 | 7,750 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $78,430 | 7,750 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $75,505 | 7,650 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $79,942 | 7,650 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $94,783 | 7,650 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $215,757 | 9,150 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $12,925 | 550 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $278,231 | 5,891 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $112,773 | 1,551 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||