Skip to content
Disclosery

Geneos Wealth Management Inc.: BAM position timeline

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

Geneos Wealth Management Inc. held 17,375 BAM 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 17,375 shares
    Change vs previous 13F +1,306 shares

    0.02% of the 13F portfolio, value $779,269.

    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 16,069 shares
    Change vs previous 13F -13 shares

    0.02% of the 13F portfolio, value $714,267.

    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 16,082 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $842,536.

    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 16,082 shares
    Change vs previous 13F -379 shares

    0.02% of the 13F portfolio, value $915,709.

    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 16,461 shares
    Change vs previous 13F +8,832 shares

    0.02% of the 13F portfolio, value $909,964.

    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 7,629 shares
    Change vs previous 13F +4,038 shares

    0.01% of the 13F portfolio, value $369,625.

    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 3,591 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $194,596.

    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).