Geneos Wealth Management Inc. - VOC ENERGY TR ownership

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VOC ENERGY TR
ValueSharesWeighting
Q3 2023$24,550
+24.0%
2,5000.0%0.00%0.0%
Q2 2023$19,800
-4.2%
2,5000.0%0.00%0.0%
Q1 2023$20,675
+99.4%
2,500
+150.0%
0.00%0.0%
Q4 2022$10,3701,0000.00%
Other shareholders
VOC ENERGY TR shareholders Q4 2023
NameSharesValueWeighting ↓
NAVELLIER & ASSOCIATES INC 80,418$544,0000.12%
McGowan Group Asset Management, Inc. 99,575$674,0000.12%
Shoker Investment Counsel, Inc. 19,293$130,0000.07%
RR Advisors, LLC 38,000$256,0000.05%
180 WEALTH ADVISORS, LLC 20,466$139,0000.04%
IMA Wealth, Inc. 5,800$39,0000.01%
Atria Wealth Solutions, Inc. 44,055$298,2530.01%
Cetera Advisor Networks LLC 51,906$351,0000.00%
PSI Advisors, LLC 200$1,0000.00%
Janney Montgomery Scott LLC 17,864$121,0000.00%
View complete list of VOC ENERGY TR shareholders