SUMITOMO MITSUI FINL GROUP I

Ticker: SMFG CUSIP: 86562M209 Class: ADR

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

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

Q4 2025
Shares 241 Value ($000) $5 Avg Close — Range —
Q2 2025
Shares 3,326 Value ($000) $50 Avg Close — Range —
Q1 2025
Shares 5,269 Value ($000) $81 Avg Close — Range —
Q4 2024
Shares 2,233 Value ($000) $32 Avg Close — Range —
Q3 2024
Shares 2,176 Value ($000) $27 Avg Close — Range —
Q1 2020
Shares 436 Value ($000) $2 Avg Close — Range —
Q4 2019
Shares 1,295 Value ($000) $9 Avg Close — Range —
Q3 2019
Shares 536 Value ($000) $3 Avg Close — Range —
Q2 2019
Shares 536 Value ($000) $3 Avg Close — Range —
Q1 2019
Shares 536 Value ($000) $3 Avg Close — Range —
Q2 2018
Shares 1,600 Value ($000) $12 Avg Close — Range —
Q1 2018
Shares 1,600 Value ($000) $13 Avg Close — Range —