Geneos Wealth Management Inc. - STRATEGY SHS ownership

STRATEGY SHS's ticker is HNDL and the CUSIP is 86280R506. A total of 2 filers reported holding STRATEGY SHS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of STRATEGY SHS
ValueSharesWeighting
Q3 2023$9,555
-41.3%
500
-37.5%
0.00%
-100.0%
Q2 2023$16,264
-10.7%
800
-11.1%
0.00%0.0%
Q1 2023$18,207
+3.3%
9000.0%0.00%0.0%
Q4 2022$17,622
-26.6%
900
-30.8%
0.00%
-50.0%
Q3 2022$24,000
-67.1%
1,300
-62.9%
0.00%
-50.0%
Q2 2022$73,000
-1.4%
3,500
+12.9%
0.00%
+33.3%
Q1 2022$74,000
-7.5%
3,1000.0%0.00%0.0%
Q4 2021$80,000
+53.8%
3,100
+47.6%
0.00%
+50.0%
Q3 2021$52,000
+85.7%
2,100
+90.9%
0.00%
+100.0%
Q2 2021$28,000
+180.0%
1,100
+175.0%
0.00%
Q1 2021$10,000
+11.1%
4000.0%0.00%
Q4 2020$9,000
+350.0%
400
+300.0%
0.00%
Q3 2018$2,0000.0%1000.0%0.00%
Q2 2018$2,0000.0%1000.0%0.00%
Q1 2018$2,0001000.00%
Other shareholders
STRATEGY SHS shareholders Q4 2023
NameSharesValueWeighting ↓
Asset Allocation Strategies LLC 90,924$1,839,3805.30%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 383,729$7,670,7402.02%
Kades & Cheifetz LLC 69,897$1,414,0241.12%
Berger Financial Group, Inc 410,358$8,301,5411.00%
BEAM WEALTH ADVISORS, INC. 44,533$900,9080.90%
Accel Wealth Management 82,708$1,673,1810.68%
Balboa Wealth Partners 74,503$1,507,2040.57%
Cadent Capital Advisors, LLC 43,652$883,0750.40%
Clearview Wealth Advisors LLC 19,168$387,7710.39%
Capital Advisory Group Advisory Services, LLC 24,973$505,2040.30%
View complete list of STRATEGY SHS shareholders