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Disclosery

Geneos Wealth Management Inc.: ARM position timeline

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

Geneos Wealth Management Inc. held 6,602 ARM 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 6,602 shares
    Change vs previous 13F +150 shares

    0.05% of the 13F portfolio, value $2,340,871.

    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 6,452 shares
    Change vs previous 13F +300 shares

    0.02% of the 13F portfolio, value $976,059.

    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 6,152 shares
    Change vs previous 13F +1,000 shares

    0.02% of the 13F portfolio, value $672,475.

    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 5,152 shares
    Change vs previous 13F +262 shares

    0.02% of the 13F portfolio, value $728,956.

    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 4,890 shares
    Change vs previous 13F -3,617 shares

    0.02% of the 13F portfolio, value $790,909.

    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 8,507 shares
    Change vs previous 13F +5,800 shares

    0.01% of the 13F portfolio, value $917,860.

    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 2,707 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $333,936.

    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).