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Strategy shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Strategy (GOLY) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Strategy

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All positions including Strategy held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $25k 769 33.02
2025-06-30 $23k 769 29.34
2025-03-31 $21k 769 27.79

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Min Vol (USMV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Norfolk Southern (NSC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

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