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Disclosery

Geneos Wealth Management Inc.: AIRR position timeline

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

Geneos Wealth Management Inc. held 12,995 AIRR 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 12,995 shares
    Change vs previous 13F +1,339 shares

    0.04% of the 13F portfolio, value $1,731,521.

    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 11,656 shares
    Change vs previous 13F +774 shares

    0.03% of the 13F portfolio, value $1,291,231.

    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 10,882 shares
    Change vs previous 13F +944 shares

    0.03% of the 13F portfolio, value $1,069,934.

    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 9,938 shares
    Change vs previous 13F +798 shares

    0.02% of the 13F portfolio, value $960,803.

    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 9,140 shares
    Change vs previous 13F -5,096 shares

    0.02% of the 13F portfolio, value $743,988.

    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 14,236 shares
    Change vs previous 13F +10,767 shares

    0.01% of the 13F portfolio, value $971,015.

    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 3,469 shares
    Change vs previous 13F +635 shares

    0.01% of the 13F portfolio, value $267,269.

    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 2,834 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $211,615.

    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).