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Geneos Wealth Management Inc.: AR position timeline

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

Geneos Wealth Management Inc. held 2,300 AR 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 2,300 shares
    Change vs previous 13F -789 shares

    <0.01% of the 13F portfolio, value $80,822.

    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 3,089 shares
    Change vs previous 13F +789 shares

    <0.01% of the 13F portfolio, value $131,097.

    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 2,300 shares
    Change vs previous 13F -925 shares

    <0.01% of the 13F portfolio, value $79,258.

    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 3,225 shares
    Change vs previous 13F -134 shares

    <0.01% of the 13F portfolio, value $108,231.

    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 3,359 shares
    Change vs previous 13F -4,787 shares

    <0.01% of the 13F portfolio, value $135,301.

    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 8,146 shares
    Change vs previous 13F +4,463 shares

    <0.01% of the 13F portfolio, value $329,424.

    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 3,683 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $129,089.

    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).