Geneos Wealth Management Inc.: AMZN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on AMZN, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 123,159 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 123,159 sharesChange vs previous 13F +17,959 shares
0.6% of the 13F portfolio, value $29,353,726.
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 105,200 sharesChange vs previous 13F -2,725 shares
0.51% of the 13F portfolio, value $21,910,012.
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 107,925 sharesChange vs previous 13F +960 shares
0.61% of the 13F portfolio, value $24,911,258.
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 106,965 sharesChange vs previous 13F -25,681 shares
0.6% of the 13F portfolio, value $23,486,314.
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 132,646 sharesChange vs previous 13F -134,750 shares
0.71% of the 13F portfolio, value $29,101,215.
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 267,396 sharesChange vs previous 13F +161,243 shares
0.74% of the 13F portfolio, value $50,874,778.
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 106,153 sharesChange vs previous 13F -11,111 shares
0.82% of the 13F portfolio, value $23,288,907.
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 117,264 sharesChange vs previous 13F not available
0.83% of the 13F portfolio, value $21,849,801.
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).