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Disclosery

Geneos Wealth Management Inc.: BAX position timeline

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

Geneos Wealth Management Inc. held 684 BAX 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 684 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $14,591.

    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 684 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $11,494.

    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 704 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $13,453.

    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 699 shares
    Change vs previous 13F -78 shares

    <0.01% of the 13F portfolio, value $15,918.

    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 777 shares
    Change vs previous 13F -566 shares

    <0.01% of the 13F portfolio, value $23,528.

    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 1,343 shares
    Change vs previous 13F +513 shares

    <0.01% of the 13F portfolio, value $84,240.

    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 830 shares
    Change vs previous 13F -341 shares

    <0.01% of the 13F portfolio, value $24,203.

    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 1,171 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $44,463.

    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).