Geneos Wealth Management Inc.: ACIW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on ACIW, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 0 ACIW shares at 2025-09-30 per its 13F-HR filed 2025-10-22.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -872 shares
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 872 sharesChange vs previous 13F -1,378 shares
<0.01% of the 13F portfolio, value $40,034.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 2,250 sharesChange vs previous 13F +1,748 shares
<0.01% of the 13F portfolio, value $123,097.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 502 sharesChange vs previous 13F -12 shares
<0.01% of the 13F portfolio, value $26,059.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 514 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $26,163.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).