Skip to content
Disclosery

Geneos Wealth Management Inc.: AVGO position timeline

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

Geneos Wealth Management Inc. held 51,546 AVGO 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 51,546 shares
    Change vs previous 13F -353 shares

    0.4% of the 13F portfolio, value $19,471,410.

    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 51,899 shares
    Change vs previous 13F -4,280 shares

    0.37% of the 13F portfolio, value $16,063,266.

    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 56,179 shares
    Change vs previous 13F -11,088 shares

    0.48% of the 13F portfolio, value $19,443,440.

    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 67,267 shares
    Change vs previous 13F -13,482 shares

    0.56% of the 13F portfolio, value $22,191,914.

    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 80,749 shares
    Change vs previous 13F -78,587 shares

    0.54% of the 13F portfolio, value $22,258,519.

    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 159,336 shares
    Change vs previous 13F +109,184 shares

    0.39% of the 13F portfolio, value $26,677,522.

    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 50,152 shares
    Change vs previous 13F -3,917 shares

    0.41% of the 13F portfolio, value $11,627,244.

    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 54,069 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $9,326,840.

    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).