Visa shares owned by Geneos Wealth Management
Historical chart of Geneos Wealth Management investment in Visa
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Quarterly reported holdings in Visa by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $5.2M | 20k | 262.47 |
| 2024-03-31 | $5.5M | 20k | 279.09 |
| 2023-12-31 | $5.5M | 21k | 260.35 |
| 2023-09-30 | $7.0M | 30k | 230.01 |
| 2023-06-30 | $6.9M | 29k | 237.48 |
| 2023-03-31 | $2.0M | 8.7k | 225.45 |
| 2022-12-31 | $2.5M | 12k | 207.77 |
| 2022-09-30 | $2.2M | 12k | 177.57 |
| 2022-06-30 | $3.8M | 19k | 199.17 |
| 2022-03-31 | $5.0M | 22k | 221.77 |
| 2021-12-31 | $4.8M | 22k | 216.68 |
| 2021-09-30 | $4.8M | 21k | 230.44 |
| 2021-06-30 | $4.9M | 20k | 238.64 |
| 2021-03-31 | $7.4M | 32k | 233.55 |
| 2020-12-31 | $5.2M | 35k | 148.58 |
| 2020-09-30 | $4.4M | 22k | 197.42 |
| 2020-06-30 | $4.4M | 23k | 189.26 |
| 2020-03-31 | $3.6M | 22k | 161.52 |
| 2019-12-31 | $3.5M | 18k | 189.35 |
| 2019-09-30 | $3.2M | 18k | 173.95 |
| 2019-06-30 | $3.1M | 18k | 174.18 |
| 2019-03-31 | $2.9M | 18k | 156.15 |
| 2018-12-31 | $2.3M | 18k | 130.80 |
| 2018-09-30 | $2.7M | 18k | 150.06 |
| 2018-06-30 | $2.4M | 18k | 132.42 |
| 2018-03-31 | $2.3M | 19k | 119.59 |
| 2017-12-31 | $2.4M | 21k | 114.01 |
| 2017-09-30 | $2.0M | 19k | 105.23 |
| 2017-06-30 | $1.6M | 17k | 93.75 |
| 2017-03-31 | $1.0M | 12k | 88.82 |
| 2016-12-31 | $815k | 10k | 78.00 |
| 2016-09-30 | $850k | 10k | 82.63 |
| 2016-06-30 | $577k | 7.8k | 74.43 |
| 2016-03-31 | $508k | 6.5k | 77.58 |