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Geneos Wealth Management Inc.: AAPL position timeline

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

Geneos Wealth Management Inc. held 203,493 AAPL 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 203,493 shares
    Change vs previous 13F +13,754 shares

    1.2% of the 13F portfolio, value $58,882,770.

    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 189,739 shares
    Change vs previous 13F -10,265 shares

    1.12% of the 13F portfolio, value $48,153,964.

    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 200,004 shares
    Change vs previous 13F -2,244 shares

    1.33% of the 13F portfolio, value $54,373,061.

    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 202,248 shares
    Change vs previous 13F -34,536 shares

    1.31% of the 13F portfolio, value $51,498,430.

    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 236,784 shares
    Change vs previous 13F -232,783 shares

    1.19% of the 13F portfolio, value $48,581,037.

    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 469,567 shares
    Change vs previous 13F +308,501 shares

    1.53% of the 13F portfolio, value $104,304,944.

    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 161,066 shares
    Change vs previous 13F -22,188 shares

    1.41% of the 13F portfolio, value $40,334,143.

    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 183,254 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $42,698,285.

    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).