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Disclosery

Geneos Wealth Management Inc.: AXP position timeline

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

Geneos Wealth Management Inc. held 3,208 AXP 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 3,208 shares
    Change vs previous 13F -41 shares

    0.02% of the 13F portfolio, value $1,085,106.

    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 3,249 shares
    Change vs previous 13F +82 shares

    0.02% of the 13F portfolio, value $982,758.

    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 3,167 shares
    Change vs previous 13F +30 shares

    0.03% of the 13F portfolio, value $1,171,632.

    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 3,137 shares
    Change vs previous 13F -662 shares

    0.03% of the 13F portfolio, value $1,041,986.

    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 3,799 shares
    Change vs previous 13F -18,224 shares

    0.03% of the 13F portfolio, value $1,211,805.

    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 22,023 shares
    Change vs previous 13F +15,821 shares

    0.09% of the 13F portfolio, value $5,925,288.

    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 6,202 shares
    Change vs previous 13F +313 shares

    0.06% of the 13F portfolio, value $1,840,692.

    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 5,889 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,597,097.

    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).