Geneos Wealth Management Inc.: AMAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on AMAT, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 10,543 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 10,543 sharesChange vs previous 13F -931 shares
0.16% of the 13F portfolio, value $7,622,738.
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 11,474 sharesChange vs previous 13F +301 shares
0.09% of the 13F portfolio, value $3,921,767.
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 11,173 sharesChange vs previous 13F -1,292 shares
0.07% of the 13F portfolio, value $2,871,239.
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 12,465 sharesChange vs previous 13F -2,653 shares
0.06% of the 13F portfolio, value $2,552,078.
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 15,118 sharesChange vs previous 13F -12,818 shares
0.07% of the 13F portfolio, value $2,767,647.
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 27,936 sharesChange vs previous 13F +17,934 shares
0.06% of the 13F portfolio, value $4,054,094.
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 10,002 sharesChange vs previous 13F +4,530 shares
0.06% of the 13F portfolio, value $1,626,596.
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 5,472 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,105,685.
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).