Geneos Wealth Management Inc.: AMP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on AMP, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 92 AMP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 92 sharesChange vs previous 13F -25 shares
<0.01% of the 13F portfolio, value $42,206.
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 117 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $51,995.
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 117 sharesChange vs previous 13F -25 shares
<0.01% of the 13F portfolio, value $57,370.
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 142 sharesChange vs previous 13F -305 shares
<0.01% of the 13F portfolio, value $69,903.
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 447 sharesChange vs previous 13F -94 shares
0.01% of the 13F portfolio, value $238,577.
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 541 sharesChange vs previous 13F +193 shares
0.01% of the 13F portfolio, value $547,529.
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 348 sharesChange vs previous 13F -6 shares
0.01% of the 13F portfolio, value $185,286.
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 354 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $166,313.
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).