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Disclosery

Geneos Wealth Management Inc.: AEP position timeline

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

Geneos Wealth Management Inc. held 22,966 AEP 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 22,966 shares
    Change vs previous 13F +667 shares

    0.06% of the 13F portfolio, value $3,141,961.

    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 22,299 shares
    Change vs previous 13F +2,190 shares

    0.07% of the 13F portfolio, value $2,922,907.

    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 20,109 shares
    Change vs previous 13F +1,121 shares

    0.06% of the 13F portfolio, value $2,318,820.

    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 18,988 shares
    Change vs previous 13F -2,866 shares

    0.05% of the 13F portfolio, value $2,136,132.

    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 21,854 shares
    Change vs previous 13F -13,773 shares

    0.06% of the 13F portfolio, value $2,267,568.

    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 35,627 shares
    Change vs previous 13F +25,009 shares

    0.06% of the 13F portfolio, value $3,892,900.

    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 10,618 shares
    Change vs previous 13F -147 shares

    0.03% of the 13F portfolio, value $979,341.

    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 10,765 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,104,509.

    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).