Geneos Wealth Management Inc.'s ownership history for JEPI

Geneos Wealth Management Inc. currently holds 187.7K shares with a market value of $10.7M. It started holding JEPI on 2024-12-31. At its peak, it held 290.7K shares on 2025-03-31. Its highest holding value was $16.6M on 2025-03-31. At its lowest, it held 187.7K shares on 2025-09-30, with a value of $10.7M on 2025-09-30. In the recent 180 days, Geneos Wealth Management Inc. has decreased its shares by 102.9K.