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Trust For Professional Man shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Trust For Professional Man (STBF) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

All positions including Trust For Professional Man held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trust For Professional Man by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $109k 4.3k 25.48
2025-06-30 $107k 4.2k 25.35
2025-03-31 $105k 4.1k 25.29
2024-12-31 $103k 4.1k 25.10