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Geneos Wealth Management Inc.: APD position timeline

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

Geneos Wealth Management Inc. held 20,679 APD 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 20,679 shares
    Change vs previous 13F +543 shares

    0.12% of the 13F portfolio, value $6,062,571.

    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 20,136 shares
    Change vs previous 13F +2,041 shares

    0.14% of the 13F portfolio, value $5,849,360.

    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 18,095 shares
    Change vs previous 13F -472 shares

    0.11% of the 13F portfolio, value $4,469,750.

    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 18,567 shares
    Change vs previous 13F +129 shares

    0.13% of the 13F portfolio, value $5,063,478.

    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 18,438 shares
    Change vs previous 13F -17,054 shares

    0.13% of the 13F portfolio, value $5,200,760.

    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 35,492 shares
    Change vs previous 13F +17,389 shares

    0.15% of the 13F portfolio, value $10,467,527.

    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 18,103 shares
    Change vs previous 13F +651 shares

    0.18% of the 13F portfolio, value $5,250,694.

    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 17,452 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,196,187.

    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).