Geneos Wealth Management Inc. historic quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Geneos Wealth Management Inc. opened 5 positions, added to 33, reduced 36 and sold out of 4.
- Q2 2026: Stock EPRF; Country of operation —; Class S&P INVT GRD PFD; Shares before 0.
- Q4 2024: Stock FPE; Country of operation —; Class PFD SECS INC ETF; Shares before 0.
- Q3 2024: Stock WELLS FARGO CO NEW; Country of operation United States; Class PERP PFD CNV A; Shares before 0.
- Q3 2024: Stock BK OF AMERICA CORP; Country of operation United States; Class 7.25%CNV PFD L; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1764754), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
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