Geneos Wealth Management Inc. historic quarter change: USA Warrants, Sold out
In warrants (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Geneos Wealth Management Inc. opened 0 positions, added to 7, reduced 5 and sold out of 3.
- Q4 2025: Stock EXPAND ENERGY CORPORATION; Country of operation United States; Class *W EXP 02/09/202; Shares before 414.
- Q4 2025: Stock EXPAND ENERGY CORPORATION; Country of operation —; Class *W EXP 02/09/202; Shares before 106.
- Q4 2025: Stock EXPAND ENERGY CORPORATION; Country of operation —; Class *W EXP 02/09/202; Shares before 96.
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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