Geneos Wealth Management Inc. quarter change: Foreign Preferred Shares, Unchanged
In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Geneos Wealth Management Inc. opened 1 positions, added to 0, reduced 0, sold out of 0 and left 1 unchanged. The largest increase in value was CIG (+$33,978); the largest decrease was BBD (-$56).
- BBD: Country of operation —; Class SP ADR PFD NEW; Shares 2026-03-31 312; Shares 2026-06-30 312.
Two Form 13F-HR filings compared (SEC CIK 1764754): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-08-06). 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; share change is the position change.
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