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Geneos Wealth Management Inc.: AEE position timeline

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

Geneos Wealth Management Inc. held 756 AEE 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 756 shares
    Change vs previous 13F +88 shares

    <0.01% of the 13F portfolio, value $85,458.

    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 668 shares
    Change vs previous 13F -61 shares

    <0.01% of the 13F portfolio, value $73,427.

    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 729 shares
    Change vs previous 13F +61 shares

    <0.01% of the 13F portfolio, value $72,798.

    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 668 shares
    Change vs previous 13F -187 shares

    <0.01% of the 13F portfolio, value $69,726.

    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 855 shares
    Change vs previous 13F -408 shares

    <0.01% of the 13F portfolio, value $82,114.

    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 1,263 shares
    Change vs previous 13F +825 shares

    <0.01% of the 13F portfolio, value $133,431.

    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 438 shares
    Change vs previous 13F -2,220 shares

    <0.01% of the 13F portfolio, value $39,043.

    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 2,658 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $232,469.

    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).