San Juan Basin Royalty Trust shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of San Juan Basin Royalty Trust (SJT) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in San Juan Basin Royalty Trust
Tip: Access up to 7 years of quarterly data
All positions including San Juan Basin Royalty Trust held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in San Juan Basin Royalty Trust by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.2k | 300 | 4.06 |
| 2024-03-31 | $1.6k | 300 | 5.29 |
| 2023-12-31 | $1.5k | 300 | 5.08 |
| 2023-09-30 | $2.1k | 300 | 6.93 |
| 2023-06-30 | $2.2k | 300 | 7.43 |
| 2023-03-31 | $3.2k | 300 | 10.52 |
| 2021-03-31 | $1.0k | 400 | 2.50 |
| 2018-12-31 | $2.0k | 500 | 4.00 |
| 2018-09-30 | $2.0k | 500 | 4.00 |
| 2018-06-30 | $7.0k | 1.3k | 5.38 |
| 2018-03-31 | $10k | 1.3k | 7.69 |
| 2017-12-31 | $5.0k | 700 | 7.14 |
| 2017-09-30 | $3.0k | 500 | 6.00 |
| 2017-06-30 | $3.0k | 500 | 6.00 |
| 2017-03-31 | $3.0k | 500 | 6.00 |
| 2016-12-31 | $3.0k | 500 | 6.00 |
| 2016-09-30 | $2.0k | 500 | 4.00 |
| 2016-06-30 | $3.0k | 500 | 6.00 |
| 2016-03-31 | $2.0k | 500 | 4.00 |