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Disclosery

Geneos Wealth Management Inc.: ACN position timeline

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

Geneos Wealth Management Inc. held 26,288 ACN 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 26,288 shares
    Change vs previous 13F -1,996 shares

    0.07% of the 13F portfolio, value $3,271,257.

    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 28,284 shares
    Change vs previous 13F +2,107 shares

    0.13% of the 13F portfolio, value $5,608,440.

    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 26,177 shares
    Change vs previous 13F -238 shares

    0.17% of the 13F portfolio, value $7,023,366.

    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 26,415 shares
    Change vs previous 13F +117 shares

    0.17% of the 13F portfolio, value $6,514,044.

    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 26,298 shares
    Change vs previous 13F -16,472 shares

    0.19% of the 13F portfolio, value $7,860,186.

    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 42,770 shares
    Change vs previous 13F +29,260 shares

    0.2% of the 13F portfolio, value $13,664,029.

    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 13,510 shares
    Change vs previous 13F +284 shares

    0.17% of the 13F portfolio, value $4,752,688.

    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 13,226 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,675,096.

    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).