Geneos Wealth Management Inc. - SWISS HELVETIA FD INC ownership

SWISS HELVETIA FD INC's ticker is SWZ and the CUSIP is 870875101. A total of 37 filers reported holding SWISS HELVETIA FD INC in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SWISS HELVETIA FD INC
ValueSharesWeighting
Q1 2022$2,0000.0%2920.0%0.00%
Q4 2021$2,0000.0%2920.0%0.00%
Q3 2021$2,0000.0%2920.0%0.00%
Q2 2021$2,0000.0%2920.0%0.00%
Q1 2021$2,0000.0%2920.0%0.00%
Q4 2020$2,0000.0%2920.0%0.00%
Q3 2020$2,0000.0%2920.0%0.00%
Q2 2020$2,0000.0%2920.0%0.00%
Q1 2020$2,0000.0%2920.0%0.00%
Q4 2019$2,0000.0%2920.0%0.00%
Q3 2019$2,0000.0%2920.0%0.00%
Q2 2019$2,0000.0%2920.0%0.00%
Q1 2019$2,0002920.00%
Other shareholders
SWISS HELVETIA FD INC shareholders Q4 2021
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 240,499$1,633,0000.81%
Bulldog Investors, LLP 237,472$1,612,0000.47%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 582,352$3,943,0000.34%
Uncommon Cents Investing LLC 90,144$612,0000.26%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 97,562$662,0000.24%
1607 Capital Partners, LLC 322,145$2,187,0000.17%
CSS LLC/IL 287,713$1,954,0000.09%
Capital Investment Counsel, Inc 14,961$102,0000.03%
Gardner Russo & Gardner 250,137$1,698,0000.02%
Allspring Global Investments Holdings, LLC 1,193,811$8,105,0000.01%
View complete list of SWISS HELVETIA FD INC shareholders