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Disclosery

Geneos Wealth Management Inc.: AAAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on AAAU, newest first. How the timeline and the estimate are built.

Geneos Wealth Management Inc. held 120,387 AAAU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,387 shares
    Change vs previous 13F -2,623 shares

    0.1% of the 13F portfolio, value $4,763,694.

    13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 123,010 shares
    Change vs previous 13F -14,527 shares

    0.13% of the 13F portfolio, value $5,681,809.

    13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 137,537 shares
    Change vs previous 13F -8,780 shares

    0.14% of the 13F portfolio, value $5,852,199.

    13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 146,317 shares
    Change vs previous 13F -9,173 shares

    0.14% of the 13F portfolio, value $5,577,604.

    13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 155,490 shares
    Change vs previous 13F -229,520 shares

    0.12% of the 13F portfolio, value $5,081,413.

    13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 385,010 shares
    Change vs previous 13F +199,717 shares

    0.17% of the 13F portfolio, value $11,889,109.

    13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 185,293 shares
    Change vs previous 13F -14,801 shares

    0.17% of the 13F portfolio, value $4,806,500.

    13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 200,094 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,208,447.

    13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).