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Disclosery

Geneos Wealth Management Inc.: ABX position timeline

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

Geneos Wealth Management Inc. held 17,300 ABX 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 17,300 shares
    Change vs previous 13F -65 shares

    <0.01% of the 13F portfolio, value $185,283.

    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 17,365 shares
    Change vs previous 13F -2,100 shares

    <0.01% of the 13F portfolio, value $136,836.

    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 19,465 shares
    Change vs previous 13F -14,950 shares

    <0.01% of the 13F portfolio, value $166,426.

    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 34,415 shares
    Change vs previous 13F +9,000 shares

    0.01% of the 13F portfolio, value $197,198.

    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 25,415 shares
    Change vs previous 13F -3,162 shares

    <0.01% of the 13F portfolio, value $130,633.

    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 28,577 shares
    Change vs previous 13F +14,527 shares

    <0.01% of the 13F portfolio, value $214,041.

    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 14,050 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $110,012.

    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).