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Disclosery

Geneos Wealth Management Inc.: ARCC position timeline

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

Geneos Wealth Management Inc. held 43,642 ARCC 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 43,642 shares
    Change vs previous 13F -6,712 shares

    0.02% of the 13F portfolio, value $808,686.

    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 50,354 shares
    Change vs previous 13F -5,448 shares

    0.02% of the 13F portfolio, value $907,379.

    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 55,802 shares
    Change vs previous 13F -1,640 shares

    0.03% of the 13F portfolio, value $1,128,874.

    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 57,442 shares
    Change vs previous 13F -988 shares

    0.03% of the 13F portfolio, value $1,172,391.

    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 58,430 shares
    Change vs previous 13F -49,489 shares

    0.03% of the 13F portfolio, value $1,283,123.

    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 107,919 shares
    Change vs previous 13F +56,444 shares

    0.04% of the 13F portfolio, value $2,446,442.

    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 51,475 shares
    Change vs previous 13F +970 shares

    0.04% of the 13F portfolio, value $1,126,788.

    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 50,505 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,057,575.

    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).