Number of Shares
729
Previous 1,215 40.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025

SELL
N/A
-486 Reduced 40.0%
729 $0
Q1 2025

May 07, 2025

BUY
N/A
586 Added 93.16%
1,215 $0
Q4 2024

Jan 21, 2025

BUY
N/A
629 New
629 $0
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.