Geneos Wealth Management’s CNO Financial Group CNO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.6K	Hold	39	–	–	﹤0.01%	2350
2025 Q4	$1.66K	Hold	39	–	–	﹤0.01%	2348
2025 Q3	$1.54K	Sell	39 -1,474	-97%	-$56.3K	﹤0.01%	2358
2025 Q2	$58.4K	Sell	1,513 -1,388	-48%	-$52.9K	﹤0.01%	1485
2025 Q1	$121K	Buy	2,901 +2,706	+1,388%	+$108K	﹤0.01%	1466
2024 Q4	$7.26K	Hold	195	–	–	﹤0.01%	2188
2024 Q3	$6.84K	Buy	195 +156	+400%	+$5.02K	﹤0.01%	1960
2024 Q2	$1.08K	Hold	39	–	–	﹤0.01%	1970
2024 Q1	$1.07K	Hold	39	–	–	﹤0.01%	2003
2023 Q4	$1.09K	Buy	+39	New	+$982	﹤0.01%	2003
2017 Q1	–	Sell	-60	Closed	-$1K	–	2072
2016 Q4	$1K	Sell	60 -64	-52%	-$1.1K	﹤0.01%	1934
2016 Q3	$1K	Buy	124 +60	+94%	+$978	﹤0.01%	1861
2016 Q2	$1K	Hold	64	–	–	﹤0.01%	1728
2016 Q1	$1K	Buy	+64	New	+$1.11K	﹤0.01%	1710