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Geneos Wealth Management Inc.: BABA position timeline

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

Geneos Wealth Management Inc. held 5,871 BABA 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 5,871 shares
    Change vs previous 13F -68 shares

    0.01% of the 13F portfolio, value $563,499.

    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 5,939 shares
    Change vs previous 13F -62 shares

    0.02% of the 13F portfolio, value $745,107.

    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 6,001 shares
    Change vs previous 13F +1,086 shares

    0.02% of the 13F portfolio, value $879,627.

    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 4,915 shares
    Change vs previous 13F -144 shares

    0.02% of the 13F portfolio, value $878,458.

    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 5,059 shares
    Change vs previous 13F -6,819 shares

    0.01% of the 13F portfolio, value $573,741.

    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 11,878 shares
    Change vs previous 13F +5,570 shares

    0.02% of the 13F portfolio, value $1,570,628.

    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 6,308 shares
    Change vs previous 13F -71 shares

    0.02% of the 13F portfolio, value $534,855.

    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 6,379 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $676,939.

    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).