MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

Geneos Wealth Management Inc.'s Holding History (CIK: 0001764754)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 11,160 Value ($000) $767 Avg Close $65.79 Range $59.18 - $71.60
Q3 2025
Shares 11,160 Value ($000) $796 Avg Close $69.74 Range $59.65 - $76.49
Q2 2025
Shares 11,302 Value ($000) $704 Avg Close $54.26 Range $45.09 - $62.03
Q1 2025
Shares 164 Value ($000) $10 Avg Close $67.32 Range $54.18 - $78.83
Q4 2024
Shares 78 Value ($000) $6 Avg Close $68.60 Range $61.47 - $77.61
Q3 2024
Shares 40 Value ($000) $3 Avg Close $60.63 Range $52.51 - $67.24
Q4 2021
Shares 5,050 Value ($000) $315 Avg Close $53.77 Range $47.71 - $62.19
Q3 2021
Shares 5,050 Value ($000) $327 Avg Close $46.77 Range $40.54 - $50.40
Q2 2021
Shares 5,900 Value ($000) $337 Avg Close $41.33 Range $38.21 - $44.93
Q1 2021
Shares 5,900 Value ($000) $320 Avg Close $39.44 Range $33.23 - $44.11
Q4 2020
Shares 5,400 Value ($000) $302 Avg Close $28.28 Range $24.01 - $35.14
Q3 2020
Shares 4,400 Value ($000) $144 Avg Close $21.84 Range $19.43 - $24.54
Q2 2020
Shares 4,000 Value ($000) $120 Avg Close $21.51 Range $17.75 - $27.00