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Disclosery

Geneos Wealth Management Inc.: AIQ position timeline

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

Geneos Wealth Management Inc. held 30,213 AIQ 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 30,213 shares
    Change vs previous 13F +2,853 shares

    0.04% of the 13F portfolio, value $1,982,275.

    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 27,360 shares
    Change vs previous 13F +4,826 shares

    0.03% of the 13F portfolio, value $1,276,891.

    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 22,534 shares
    Change vs previous 13F +5,890 shares

    0.03% of the 13F portfolio, value $1,146,079.

    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 16,644 shares
    Change vs previous 13F +4,061 shares

    0.02% of the 13F portfolio, value $822,047.

    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 12,583 shares
    Change vs previous 13F +485 shares

    0.01% of the 13F portfolio, value $549,751.

    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 12,098 shares
    Change vs previous 13F -1,552 shares

    0.01% of the 13F portfolio, value $440,125.

    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 13,650 shares
    Change vs previous 13F -8,545 shares

    0.02% of the 13F portfolio, value $527,436.

    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 22,195 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $824,988.

    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).