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Disclosery

Geneos Wealth Management Inc.: ADP position timeline

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

Geneos Wealth Management Inc. held 16,549 ADP 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 16,549 shares
    Change vs previous 13F -840 shares

    0.08% of the 13F portfolio, value $3,706,041.

    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 17,389 shares
    Change vs previous 13F -912 shares

    0.08% of the 13F portfolio, value $3,533,055.

    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 18,301 shares
    Change vs previous 13F -117 shares

    0.12% of the 13F portfolio, value $4,707,656.

    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 18,418 shares
    Change vs previous 13F -345 shares

    0.14% of the 13F portfolio, value $5,405,597.

    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 18,763 shares
    Change vs previous 13F -13,554 shares

    0.14% of the 13F portfolio, value $5,786,532.

    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 32,317 shares
    Change vs previous 13F +20,857 shares

    0.14% of the 13F portfolio, value $9,873,725.

    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 11,460 shares
    Change vs previous 13F -95 shares

    0.12% of the 13F portfolio, value $3,354,687.

    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 11,555 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,197,593.

    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).