$2.63 Billion is the total value of Geneos Wealth Management Inc.'s 2760 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NNOX | Exit | NANO X IMAGING LTD | $0 | – | -200 | -100.0% | 0.00% | – |
| LPLA | Exit | LPL FINL HLDGS INC | $0 | – | -21 | -100.0% | 0.00% | – |
| ABCB | Exit | AMERIS BANCORP | $0 | – | -65 | -100.0% | 0.00% | – |
| INO | Exit | INOVIO PHARMACEUTICALS INC | $0 | – | -750 | -100.0% | 0.00% | – |
| SABR | Exit | SABRE CORP | $0 | – | -100 | -100.0% | 0.00% | – |
| BLKB | Exit | BLACKBAUD INC | $0 | – | -46 | -100.0% | 0.00% | – |
| CATY | Exit | CATHAY GEN BANCORP | $0 | – | -105 | -100.0% | 0.00% | – |
| WBS | Exit | WEBSTER FINL CORP CONN | $0 | – | -70 | -100.0% | 0.00% | – |
| NEPT | Exit | NEPTUNE WELLNESS SOLUTIONS I | $0 | – | -6,600 | -100.0% | 0.00% | – |
| ACRE | Exit | ARES COML REAL ESTATE CORP | $0 | – | -100 | -100.0% | 0.00% | – |
| IPOF | Exit | SOCIAL CAPITAL HEDOSOPHA HLD | $0 | – | -175 | -100.0% | 0.00% | – |
| NAT | Exit | NORDIC AMERICAN TANKERS LIMI | $0 | – | -1,312 | -100.0% | 0.00% | – |
| MCF | Exit | CONTANGO OIL GAS CO | $0 | – | -2,000 | -100.0% | 0.00% | – |
| FCO | Exit | ABERDEEN GLOBAL INCOME FD IN | $0 | – | -1,300 | -100.0% | 0.00% | – |
| RIDE | Exit | LORDSTOWN MOTORS CORP | $0 | – | -300 | -100.0% | 0.00% | – |
| NXQ | Exit | NUVEEN SELECT TAX FREE INCOMsh ben int | $0 | – | -300 | -100.0% | 0.00% | – |
| LHCG | Exit | LHC GROUP INC | $0 | – | -7 | -100.0% | 0.00% | – |
| TCBI | Exit | TEXAS CAP BANCSHARES INC | $0 | – | -50 | -100.0% | 0.00% | – |
| QTUM | Exit | ETF SER SOLUTIONSdefiance quant | $0 | – | -162 | -100.0% | 0.00% | – |
| GSAT | Exit | GLOBALSTAR INC | $0 | – | -1,000 | -100.0% | 0.00% | – |
| BWEN | Exit | BROADWIND INC | $0 | – | -380 | -100.0% | 0.00% | – |
| SOL | Exit | RENESOLA LTDsponsored ads | $0 | – | -800 | -100.0% | 0.00% | – |
| BWX | Exit | SPDR SER TRblomberg intl tr | $0 | – | -183 | -100.0% | 0.00% | – |
| NXRT | Exit | NEXPOINT RESIDENTIAL TR INC | $0 | – | -83 | -100.0% | 0.00% | – |
| RYTM | Exit | RHYTHM PHARMACEUTICALS INC | $0 | – | -200 | -100.0% | 0.00% | – |
| RELX | Exit | RELX PLCsponsored adr | $0 | – | -59 | -100.0% | 0.00% | – |
| INFN | Exit | INFINERA CORP | $0 | – | -1,000 | -100.0% | 0.00% | – |
| SLCT | Exit | SELECT BANCORP INC NEW | $0 | – | -774 | -100.0% | 0.00% | – |
| PLM | Exit | POLYMET MNG CORP | $0 | – | -393 | -100.0% | 0.00% | – |
| MDGL | Exit | MADRIGAL PHARMACEUTICALS INC | $0 | – | -50 | -100.0% | 0.00% | – |
| ATHE | Exit | ALTERITY THERAPEUTICS LTDsponsored adr | $0 | – | -1,167 | -100.0% | 0.00% | – |
| CLFD | Exit | CLEARFIELD INC | $0 | – | -230 | -100.0% | 0.00% | – |
| XHE | Exit | SPDR SER TRhlth cr equip | $0 | – | -105 | -100.0% | 0.00% | – |
| GO | Exit | GROCERY OUTLET HLDG CORP | $0 | – | -60 | -100.0% | 0.00% | – |
| CCOI | Exit | COGENT COMMUNICATIONS HLDGS | $0 | – | -30 | -100.0% | 0.00% | – |
| NXTD | Exit | NXT ID INC | $0 | – | -3,500 | -100.0% | 0.00% | – |
| PEI | Exit | PENNSYLVANIA REAL ESTATE INVsh ben int | $0 | – | -1,014 | -100.0% | 0.00% | – |
| PYZ | Exit | INVESCO EXCHANGE TRADED FD Tdwa basic matl | $0 | – | -100 | -100.0% | 0.00% | – |
| NUEM | Exit | NUSHARES ETF TRnuveen esg emrgn | $0 | – | -223 | -100.0% | 0.00% | – |
| DTIL | Exit | PRECISION BIOSCIENCES INC | $0 | – | -100 | -100.0% | 0.00% | – |
| CVAC | Exit | CUREVAC N V | $0 | – | -25 | -100.0% | 0.00% | – |
| CSTL | Exit | CASTLE BIOSCIENCES INC | $0 | – | -100 | -100.0% | 0.00% | – |
| MQT | Exit | BLACKROCK MUNIYIELD QUALITY | $0 | – | -340 | -100.0% | 0.00% | – |
| ZIXI | Exit | ZIX CORP | $0 | – | -1,000 | -100.0% | 0.00% | – |
| HRTX | Exit | HERON THERAPEUTICS INC | $0 | – | -704 | -100.0% | 0.00% | – |
| XOG | Exit | EXTRACTION OIL GAS INC | $0 | – | -133 | -100.0% | 0.00% | – |
| NRG | Exit | NRG ENERGY INC | $0 | – | -53 | -100.0% | 0.00% | – |
| UAVS | Exit | AGEAGLE AERIAL SYS INC NEW | $0 | – | -500 | -100.0% | 0.00% | – |
| CLSK | Exit | CLEANSPARK INC | $0 | – | -103 | -100.0% | 0.00% | – |
| AKRO | Exit | AKERO THERAPEUTICS INC | $0 | – | -50 | -100.0% | 0.00% | – |
| SKM | Exit | SK TELECOM LTDsponsored adr | $0 | – | -107 | -100.0% | 0.00% | – |
| AAOI | Exit | APPLIED OPTOELECTRONICS INC | $0 | – | -225 | -100.0% | 0.00% | – |
| EWX | Exit | SPDR INDEX SHS FDSs&p emktsc etf | $0 | – | -109 | -100.0% | 0.00% | – |
| ACC | Exit | AMERICAN CAMPUS CMNTYS INC | $0 | – | -55 | -100.0% | 0.00% | – |
| TAYD | Exit | TAYLOR DEVICES INC | $0 | – | -500 | -100.0% | 0.00% | – |
| PUK | Exit | PRUDENTIAL PLCadr | $0 | – | -42 | -100.0% | 0.00% | – |
| FTI | Exit | TECHNIPFMC PLC | $0 | – | -1,654 | -100.0% | 0.00% | – |
| YINN | Exit | DIREXION SHS ETF TRdl ftse bll 3x | $0 | – | -150 | -100.0% | 0.00% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -100 | -100.0% | 0.00% | – |
| WB | Exit | WEIBO CORPsponsored adr | $0 | – | -50 | -100.0% | 0.00% | – |
| FNF | Exit | FIDELITY NATIONAL FINANCIAL | $0 | – | -49 | -100.0% | 0.00% | – |
| TYL | Exit | TYLER TECHNOLOGIES INC | $0 | – | -30 | -100.0% | 0.00% | – |
| BKI | Exit | BLACK KNIGHT INC | $0 | – | -21 | -100.0% | 0.00% | – |
| TCOM | Exit | TRIP COM GROUP LTDads | $0 | – | -81 | -100.0% | 0.00% | – |
| EXPD | Exit | EXPEDITORS INTL WASH INC | $0 | – | -33 | -100.0% | 0.00% | – |
| JMIA | Exit | JUMIA TECHNOLOGIES AGsponsored ads | $0 | – | -83 | -100.0% | 0.00% | – |
| QTT | Exit | QUTOUTIAO INC | $0 | – | -4,000 | -100.0% | 0.00% | – |
| CAMT | Exit | CAMTEK LTDord | $0 | – | -265 | -100.0% | 0.00% | – |
| GBF | Exit | ISHARES TRgov/cred bd etf | $0 | – | -32 | -100.0% | 0.00% | – |
| DRRX | Exit | DURECT CORP | $0 | – | -5,000 | -100.0% | 0.00% | – |
| MILE | Exit | METROMILE INC | $0 | – | -600 | -100.0% | 0.00% | – |
| PRA | Exit | PROASSURANCE CORP | $0 | – | -50 | -100.0% | 0.00% | – |
| BTU | Exit | PEABODY ENGR CORP | $0 | – | -65 | -100.0% | 0.00% | – |
| BNGO | Exit | BIONANO GENOMICS INC | $0 | – | -400 | -100.0% | 0.00% | – |
| DHT | Exit | DHT HOLDINGS INC | $0 | – | -229 | -100.0% | 0.00% | – |
| GMF | Exit | SPDR INDEX SHS FDSasia pacif etf | $0 | – | -50 | -100.0% | 0.00% | – |
| UWMC | Exit | UWM HOLDINGS CORPORATION | $0 | – | -1,800 | -100.0% | 0.00% | – |
| MOSY | Exit | MOSYS INC | $0 | – | -1,500 | -100.0% | 0.00% | – |
| MNKD | Exit | MANNKIND CORP | $0 | – | -300 | -100.0% | 0.00% | – |
| ITUB | Exit | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $0 | – | -271 | -100.0% | 0.00% | – |
| FEP | Exit | FIRST TR EXCH TRD ALPHDX FDeurope alphadex | $0 | – | -300 | -100.0% | 0.00% | – |
| RMT | Exit | ROYCE MICRO CAP TR INC | $0 | – | -224 | -100.0% | 0.00% | – |
| STLD | Exit | STEEL DYNAMICS INC | $0 | – | -200 | -100.0% | 0.00% | – |
| FNI | Exit | FIRST TR EXCHANGE TRADED FDchindia etf | $0 | – | -130 | -100.0% | 0.00% | – |
| FCFS | Exit | FIRSTCASH INC | $0 | – | -42 | -100.0% | 0.00% | – |
| WATT | Exit | ENERGOUS CORP | $0 | – | -550 | -100.0% | 0.00% | – |
| CBOE | Exit | CBOE GLOBAL MKTS INC | $0 | – | -100 | -100.0% | 0.00% | – |
| CVLT | Exit | COMMVAULT SYSTEMS INC | $0 | – | -175 | -100.0% | 0.00% | – |
| AGC | Exit | ALTIMETER GROWTH CORPcl a | $0 | – | -100 | -100.0% | 0.00% | – |
| AMRX | Exit | AMNEAL PHARMACEUTICALS INC | $0 | – | -201 | -100.0% | 0.00% | – |
| EXTN | Exit | EXTERRAN CORP | $0 | – | -316 | -100.0% | 0.00% | – |
| CDXS | Exit | CODEXIS INC | $0 | – | -424 | -100.0% | 0.00% | – |
| DEN | Exit | DENBURY INC | $0 | – | -19 | -100.0% | 0.00% | – |
| MHO | Exit | M I HOMES INC | $0 | – | -50 | -100.0% | 0.00% | – |
| Exit | VISLINK TECHNOLOGIES INC | $0 | – | -1,600 | -100.0% | 0.00% | – | |
| AEI | Exit | ALSET EHOME INTERNATIONAL IN | $0 | – | -1,500 | -100.0% | 0.00% | – |
| GVI | Exit | ISHARES TRintrm gov cr etf | $0 | – | -59 | -100.0% | 0.00% | – |
| IVA | Exit | INVENTIVA SAads | $0 | – | -100 | -100.0% | 0.00% | – |
| GRWG | Exit | GROWGENERATION CORP | $0 | – | -72 | -100.0% | 0.00% | – |
| UBS | Exit | UBS GROUP AG | $0 | – | -300 | -100.0% | 0.00% | – |
| BRFS | Exit | BRF SAsponsored adr | $0 | – | -500 | -100.0% | 0.00% | – |
| WTER | Exit | ALKALINE WTR CO INC | $0 | – | -700 | -100.0% | 0.00% | – |
| BAR | Exit | GRANITESHARES GOLD TR | $0 | – | -440 | -100.0% | 0.00% | – |
| EMDV | Exit | PROSHARES TRmsci emrg mkts | $0 | – | -100 | -100.0% | 0.00% | – |
| SDS | Exit | PROSHARES TRultrashrt s&p500 | $0 | – | -120 | -100.0% | 0.00% | – |
| IQI | Exit | INVESCO QUALITY MUN INCOME T | $0 | – | -2,730 | -100.0% | -0.00% | – |
| CMO | Exit | CAPSTEAD MTG CORP | $0 | – | -4,893 | -100.0% | -0.00% | – |
| PIE | Exit | INVESCO EXCH TRADED FD TR IIdwa emerg mkts | $0 | – | -659 | -100.0% | -0.00% | – |
| GGM | Exit | GUGGENHEIM CR ALLOCATION FD | $0 | – | -1,540 | -100.0% | -0.00% | – |
| OIA | Exit | INVESCO MUNI INCOME OPP TRST | $0 | – | -2,100 | -100.0% | -0.00% | – |
| MIC | Exit | MACQUARIE INFRASTRUCTURE COR | $0 | – | -347 | -100.0% | -0.00% | – |
| HRC | Exit | HILL ROM HLDGS INC | $0 | – | -189 | -100.0% | -0.00% | – |
| ASHR | Exit | DBX ETF TRxtrack hrvst csi | $0 | – | -438 | -100.0% | -0.00% | – |
| PBI | Exit | PITNEY BOWES INC | $0 | – | -2,117 | -100.0% | -0.00% | – |
| ENG | Exit | ENGLOBAL CORP | $0 | – | -6,500 | -100.0% | -0.00% | – |
| SRCL | Exit | STERICYCLE INC | $0 | – | -412 | -100.0% | -0.00% | – |
| BBCP | Exit | CONCRETE PUMPING HLDGS INC | $0 | – | -2,300 | -100.0% | -0.00% | – |
| NRGX | Exit | PIMCO ENRGY TACTICAL CR OPP | $0 | – | -2,487 | -100.0% | -0.00% | – |
| BUSE | Exit | FIRST BUSEY CORP | $0 | – | -1,112 | -100.0% | -0.00% | – |
| BCH | Exit | BANCO DE CHILEsponsored ads | $0 | – | -1,129 | -100.0% | -0.00% | – |
| JBL | Exit | JABIL INC | $0 | – | -395 | -100.0% | -0.00% | – |
| SQFT | Exit | PRESIDIO PPTY TR INC | $0 | – | -6,552 | -100.0% | -0.00% | – |
| SCOR | Exit | COMSCORE INC | $0 | – | -6,000 | -100.0% | -0.00% | – |
| MYI | Exit | BLACKROCK MUNIYIELD QUALITY | $0 | – | -1,170 | -100.0% | -0.00% | – |
| TLH | Exit | ISHARES TR10-20 yr trs etf | $0 | – | -173 | -100.0% | -0.00% | – |
| GPM | Exit | GUGGENHEIM ENHANCED EQUITY I | $0 | – | -1,795 | -100.0% | -0.00% | – |
| SITM | Exit | SITIME CORP | $0 | – | -100 | -100.0% | -0.00% | – |
| CPE | Exit | CALLON PETE CO DEL | $0 | – | -513 | -100.0% | -0.00% | – |
| LABP | Exit | LANDOS BIOPHARMA INC | $0 | – | -1,100 | -100.0% | -0.00% | – |
| PWS | Exit | PACER FDS TRwealthshield | $0 | – | -741 | -100.0% | -0.00% | – |
| MRC | Exit | MRC GLOBAL INC | $0 | – | -3,000 | -100.0% | -0.00% | – |
| BERY | Exit | BERRY GLOBAL GROUP INC | $0 | – | -461 | -100.0% | -0.00% | – |
| KFYP | Exit | KRANESHARES TRcicc china 100 | $0 | – | -500 | -100.0% | -0.00% | – |
| CREE | Exit | CREE INC | $0 | – | -207 | -100.0% | -0.00% | – |
| TILT | Exit | FLEXSHARES TRmornstar usmkt | $0 | – | -102 | -100.0% | -0.00% | – |
| FNDB | Exit | SCHWAB STRATEGIC TRschwab fdt us bm | $0 | – | -334 | -100.0% | -0.00% | – |
| FEYE | Exit | FIREEYE INC | $0 | – | -3,125 | -100.0% | -0.00% | – |
| GDMA | Exit | ALPHA ARCHITECT ETF TRgadsdn dyn mlt | $0 | – | -1,753 | -100.0% | -0.00% | – |
| HY | Exit | HYSTER YALE MATLS HANDLING Icl a | $0 | – | -1,108 | -100.0% | -0.00% | – |
| SYNA | Exit | SYNAPTICS INC | $0 | – | -328 | -100.0% | -0.00% | – |
| SNSR | Exit | GLOBAL X FDSinternet of thng | $0 | – | -1,749 | -100.0% | -0.00% | – |
| CYRX | Exit | CRYOPORT INC | $0 | – | -877 | -100.0% | -0.00% | – |
| PCI | Exit | PIMCO DYNAMIC CR INCOME FD | $0 | – | -2,488 | -100.0% | -0.00% | – |
| MKTX | Exit | MARKETAXESS HLDGS INC | $0 | – | -122 | -100.0% | -0.00% | – |
| VEEV | Exit | VEEVA SYS INC | $0 | – | -158 | -100.0% | -0.00% | – |
| MCHI | Exit | ISHARES TRmsci china etf | $0 | – | -818 | -100.0% | -0.00% | – |
| LSTR | Exit | LANDSTAR SYS INC | $0 | – | -261 | -100.0% | -0.00% | – |
| PDD | Exit | PINDUODUO INCsponsored ads | $0 | – | -600 | -100.0% | -0.00% | – |
| PICB | Exit | INVESCO EXCH TRADED FD TR IIintl corp bd | $0 | – | -3,063 | -100.0% | -0.00% | – |
| MDLA | Exit | MEDALLIA INC | $0 | – | -1,990 | -100.0% | -0.00% | – |
| JTD | Exit | NUVEEN TAX ADVANTAGED DIVID | $0 | – | -5,530 | -100.0% | -0.00% | – |
| MGNI | Exit | MAGNITE INC | $0 | – | -2,600 | -100.0% | -0.00% | – |
| HWC | Exit | HANCOCK WHITNEY CORPORATION | $0 | – | -2,360 | -100.0% | -0.00% | – |
| ADRE | Exit | INVESCO ACTIVELY MANAGED ETFemgring mkts50 | $0 | – | -2,040 | -100.0% | -0.00% | – |
| IBMK | Exit | ISHARES TRibonds dec2022 | $0 | – | -4,336 | -100.0% | -0.00% | – |
| WGO | Exit | WINNEBAGO INDS INC | $0 | – | -1,435 | -100.0% | -0.00% | – |
| PSCH | Exit | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $0 | – | -588 | -100.0% | -0.00% | – |
| CRNC | Exit | CERENCE INC | $0 | – | -1,130 | -100.0% | -0.00% | – |
| IBMM | Exit | ISHARES TRibonds dec | $0 | – | -4,315 | -100.0% | -0.00% | – |
| RSI | Exit | RUSH STREET INTERACTIVE INC | $0 | – | -5,000 | -100.0% | -0.00% | – |
| IBMN | Exit | ISHARES TRibonds dec 25 | $0 | – | -4,139 | -100.0% | -0.00% | – |
| IBML | Exit | ISHARES TRibonds dec2023 | $0 | – | -4,401 | -100.0% | -0.00% | – |
| COR | Exit | CORESITE RLTY CORP | $0 | – | -885 | -100.0% | -0.01% | – |
| JDD | Exit | NUVEEN DIVERSIFIED DIVID I | $0 | – | -11,668 | -100.0% | -0.01% | – |
| PKO | Exit | PIMCO INCOME OPPORTUNITY FD | $0 | – | -5,244 | -100.0% | -0.01% | – |
| GAN | Exit | GAN LTD | $0 | – | -7,850 | -100.0% | -0.01% | – |
| GEL | Exit | GENESIS ENERGY L Punit ltd partn | $0 | – | -13,128 | -100.0% | -0.01% | – |
| IBMO | Exit | ISHARES TRibonds dec 26 | $0 | – | -4,485 | -100.0% | -0.01% | – |
| RVNC | Exit | REVANCE THERAPEUTICS INC | $0 | – | -5,840 | -100.0% | -0.01% | – |
| IMCR | Exit | IMMUNOCORE HLDGS PLCads | $0 | – | -4,250 | -100.0% | -0.01% | – |
| SPXU | Exit | PROSHARES TRultrapro short s | $0 | – | -8,763 | -100.0% | -0.01% | – |
| TUR | Exit | ISHARES INCmsci turkey etf | $0 | – | -7,959 | -100.0% | -0.01% | – |
| IBDM | Exit | ISHARES TRibonds dec21 etf | $0 | – | -7,271 | -100.0% | -0.01% | – |
| SFHY | Exit | WISDOMTREE TRus shrt trm high | $0 | – | -4,255 | -100.0% | -0.01% | – |
| OBNK | Exit | ORIGIN BANCORP INC | $0 | – | -4,647 | -100.0% | -0.01% | – |
| DNOW | Exit | NOW INC | $0 | – | -36,895 | -100.0% | -0.01% | – |
| BSJL | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -13,354 | -100.0% | -0.01% | – |
| KSU | Exit | KANSAS CITY SOUTHERN | $0 | – | -1,132 | -100.0% | -0.01% | – |
| CXP | Exit | COLUMBIA PPTY TR INC | $0 | – | -18,232 | -100.0% | -0.01% | – |
| EBND | Exit | SPDR SER TRblombrg brc emrg | $0 | – | -14,929 | -100.0% | -0.01% | – |
| BSCL | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -20,146 | -100.0% | -0.02% | – |
| PPD | Exit | PPD INC | $0 | – | -9,141 | -100.0% | -0.02% | – |
| BUFF | Exit | INNOVATOR ETFS TR IIladrd fd s&p 500 | $0 | – | -12,521 | -100.0% | -0.02% | – |
| XTL | Exit | SPDR SER TR | $0 | – | -6,056 | -100.0% | -0.02% | – |
| FCOM | Exit | FIDELITY COVINGTON TRUST | $0 | – | -11,049 | -100.0% | -0.02% | – |
| RPAI | Exit | RETAIL PPTYS AMER INCcl a | $0 | – | -60,175 | -100.0% | -0.03% | – |
| VER | Exit | VEREIT INC | $0 | – | -19,089 | -100.0% | -0.03% | – |
| USD | Exit | PROSHARES TR | $0 | – | -555,958 | -100.0% | -0.73% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 31 | Q3 2023 | 7.4% |
| APPLE INC | 31 | Q3 2023 | 3.8% |
| EXXON MOBIL CORP | 31 | Q3 2023 | 5.3% |
| SPDR S P 500 ETF TR | 31 | Q3 2023 | 3.0% |
| ISHARES TR | 31 | Q3 2023 | 2.4% |
| ISHARES TR | 31 | Q3 2023 | 2.8% |
| MICROSOFT CORP | 31 | Q3 2023 | 1.7% |
| AT T INC | 31 | Q3 2023 | 2.2% |
| WP CAREY INC | 31 | Q3 2023 | 1.9% |
| ISHARES TR | 31 | Q3 2023 | 2.1% |
View Geneos Wealth Management Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-09 |
View Geneos Wealth Management Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.