Geneos Wealth Management Inc.: AXON position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on AXON, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 2,347 AXON shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 2,347 sharesChange vs previous 13F -23 shares
0.03% of the 13F portfolio, value $1,315,752.
13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,370 sharesChange vs previous 13F +216 shares
0.02% of the 13F portfolio, value $1,006,515.
13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,154 sharesChange vs previous 13F +251 shares
0.03% of the 13F portfolio, value $1,223,321.
13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,903 sharesChange vs previous 13F -95 shares
0.03% of the 13F portfolio, value $1,365,669.
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,998 sharesChange vs previous 13F -2,136 shares
0.04% of the 13F portfolio, value $1,654,224.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 4,134 sharesChange vs previous 13F +2,287 shares
0.03% of the 13F portfolio, value $2,174,278.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,847 sharesChange vs previous 13F +1,594 shares
0.04% of the 13F portfolio, value $1,097,709.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 253 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $101,099.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).