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Disclosery

Geneos Wealth Management Inc.: AOM position timeline

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

Geneos Wealth Management Inc. held 4,190 AOM 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 4,190 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $209,039.

    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 4,190 shares
    Change vs previous 13F +1,821 shares

    <0.01% of the 13F portfolio, value $198,480.

    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 2,369 shares
    Change vs previous 13F -16 shares

    <0.01% of the 13F portfolio, value $113,072.

    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 2,385 shares
    Change vs previous 13F +1,148 shares

    <0.01% of the 13F portfolio, value $113,478.

    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 1,237 shares
    Change vs previous 13F +397 shares

    <0.01% of the 13F portfolio, value $56,951.

    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 840 shares
    Change vs previous 13F -494 shares

    <0.01% of the 13F portfolio, value $36,859.

    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 1,334 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $57,949.

    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 1,334 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $60,177.

    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).