Geneos Wealth Management Inc.: AFL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on AFL, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 10,922 AFL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 10,922 sharesChange vs previous 13F +8,280 shares
0.03% of the 13F portfolio, value $1,280,546.
13F-HR 0001764754-26-000005 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).
- period ended2026-03-3113F 2,642 sharesChange vs previous 13F -8,379 shares
0.01% of the 13F portfolio, value $289,841.
13F-HR 0001764754-26-000004 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 ended2025-12-3113F 11,021 sharesChange vs previous 13F -28 shares
0.03% of the 13F portfolio, value $1,215,298.
13F-HR 0001764754-26-000001 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 ended2025-09-3013F 11,049 sharesChange vs previous 13F -900 shares
0.03% of the 13F portfolio, value $1,234,158.
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).
- period ended2025-06-3013F 11,949 sharesChange vs previous 13F -12,579 shares
0.03% of the 13F portfolio, value $1,260,163.
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 24,528 sharesChange vs previous 13F +12,831 shares
0.04% of the 13F portfolio, value $2,727,313.
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 11,697 sharesChange vs previous 13F -279 shares
0.04% of the 13F portfolio, value $1,209,958.
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 11,976 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $1,338,939.
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).