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Disclosery

Geneos Wealth Management Inc.: AWK position timeline

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

Geneos Wealth Management Inc. held 992 AWK 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 992 shares
    Change vs previous 13F +31 shares

    <0.01% of the 13F portfolio, value $130,527.

    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 961 shares
    Change vs previous 13F +183 shares

    <0.01% of the 13F portfolio, value $130,782.

    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 778 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $101,479.

    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 828 shares
    Change vs previous 13F -5,302 shares

    <0.01% of the 13F portfolio, value $115,195.

    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 6,130 shares
    Change vs previous 13F -10,719 shares

    0.02% of the 13F portfolio, value $852,690.

    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 16,849 shares
    Change vs previous 13F +10,064 shares

    0.04% of the 13F portfolio, value $2,485,479.

    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 6,785 shares
    Change vs previous 13F -180 shares

    0.03% of the 13F portfolio, value $844,641.

    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 6,965 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,018,533.

    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).