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Geneos Wealth Management Inc.: AJG position timeline

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

Geneos Wealth Management Inc. held 25,149 AJG 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 25,149 shares
    Change vs previous 13F +533 shares

    0.12% of the 13F portfolio, value $5,773,403.

    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 24,616 shares
    Change vs previous 13F -2,260 shares

    0.12% of the 13F portfolio, value $5,331,361.

    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 26,876 shares
    Change vs previous 13F -801 shares

    0.17% of the 13F portfolio, value $6,955,339.

    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 27,677 shares
    Change vs previous 13F -26,848 shares

    0.22% of the 13F portfolio, value $8,572,538.

    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 54,525 shares
    Change vs previous 13F -44,172 shares

    0.43% of the 13F portfolio, value $17,454,473.

    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 98,697 shares
    Change vs previous 13F +80,465 shares

    0.5% of the 13F portfolio, value $34,074,294.

    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 18,232 shares
    Change vs previous 13F +275 shares

    0.18% of the 13F portfolio, value $5,175,132.

    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 17,957 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,052,533.

    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).