STRATEGY SHS

Ticker: ESUM CUSIP: 86280R787 Class: ETF

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

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

Q4 2025
Shares 122,932 Value ($000) $3,311 Avg Close — Range —
Q3 2025
Shares 99,583 Value ($000) $2,707 Avg Close — Range —
Q2 2025
Shares 96,322 Value ($000) $2,503 Avg Close — Range —