Broadridge Financial Solutions, Inc.

Geneos Wealth Management Inc. BR

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/28/2026

Shares

4,807

Value ($000)

1,073

Weight

0.0%

2016 Q1 - 2025 Q4 (40 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	1/28/2026	1,073	0.0%	4,807	12/31/2025
2025 Q3	10/22/2025	1,019	0.0%	4,279	9/30/2025
2025 Q2	8/18/2025	1,006	0.0%	4,138	6/30/2025
2025 Q1	5/8/2025	796	0.0%	3,284	3/31/2025
2024 Q4	1/21/2025	356	0.0%	1,576	12/31/2024
2024 Q3	11/14/2024	325	0.0%	1,511	9/30/2024
2024 Q2	7/23/2024	38	0.0%	191	6/30/2024
2024 Q1	5/3/2024	60	0.0%	293	3/31/2024
2023 Q4	1/26/2024	5,216	0.3%	25,351	12/31/2023
2023 Q3	10/11/2023	6,455	0.3%	36,049	9/30/2023
2023 Q2	8/8/2023	5,968	0.3%	36,032	6/30/2023
2023 Q1	4/25/2023	4,389	0.3%	29,943	3/31/2023
2022 Q4	1/31/2023	25	0.0%	187	12/31/2022
2022 Q3	11/14/2022	26	0.0%	187	9/30/2022
2022 Q2	7/22/2022	48	0.0%	328	6/30/2022
2022 Q1	5/16/2022	50	0.0%	327	3/31/2022
2021 Q4	2/9/2022	62	0.0%	339	12/31/2021
2021 Q3	11/9/2021	54	0.0%	326	9/30/2021
2021 Q2	7/8/2021	53	0.0%	326	6/30/2021
2021 Q1	6/17/2021	70	0.0%	442	3/31/2021
2020 Q4	5/19/2021	65	0.0%	441	12/31/2020
2020 Q3	9/7/2021	58	0.0%	449	9/30/2020
2020 Q2	9/7/2021	56	0.0%	449	6/30/2020
2020 Q1	9/7/2021	33	0.0%	361	3/31/2020
2019 Q4	9/7/2021	41	0.0%	336	12/31/2019
2019 Q3	9/7/2021	41	0.0%	335	9/30/2019
2019 Q2	9/7/2021	42	0.0%	335	6/30/2019
2019 Q1	9/7/2021	34	0.0%	334	3/31/2019
2018 Q4	9/7/2021	31	0.0%	334	12/31/2018
2018 Q3	9/7/2021	44	0.0%	333	9/30/2018
2018 Q2	9/7/2021	38	0.0%	333	6/30/2018
2018 Q1	9/7/2021	36	0.0%	333	3/31/2018
2017 Q4	9/7/2021	30	0.0%	332	12/31/2017
2017 Q3	9/7/2021	31	0.0%	387	9/30/2017
2017 Q2	9/7/2021	29	0.0%	386	6/30/2017
2017 Q1	9/7/2021	26	0.0%	386	3/31/2017
2016 Q4	9/7/2021	26	0.0%	402	12/31/2016
2016 Q3	9/7/2021	27	0.0%	402	9/30/2016
2016 Q2	9/7/2021	25	0.0%	385	6/30/2016
2016 Q1	9/7/2021	34	0.0%	574	3/31/2016