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Disclosery

Geneos Wealth Management Inc.: ALLE position timeline

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

Geneos Wealth Management Inc. held 1,701 ALLE 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 1,701 shares
    Change vs previous 13F -8 shares

    <0.01% of the 13F portfolio, value $238,973.

    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 1,709 shares
    Change vs previous 13F -157 shares

    0.01% of the 13F portfolio, value $248,301.

    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 1,866 shares
    Change vs previous 13F +1,809 shares

    0.01% of the 13F portfolio, value $297,105.

    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 57 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $10,109.

    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 46 shares
    Change vs previous 13F -38 shares

    <0.01% of the 13F portfolio, value $6,630.

    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 84 shares
    Change vs previous 13F +67 shares

    <0.01% of the 13F portfolio, value $10,959.

    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 17 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $2,222.

    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 20 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,915.

    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).