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Disclosery

Geneos Wealth Management Inc.: BBAG position timeline

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

Geneos Wealth Management Inc. held 537 BBAG 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 537 shares
    Change vs previous 13F -17,457 shares

    <0.01% of the 13F portfolio, value $24,675.

    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 17,994 shares
    Change vs previous 13F -3,700 shares

    0.02% of the 13F portfolio, value $830,603.

    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 21,694 shares
    Change vs previous 13F +1,363 shares

    0.02% of the 13F portfolio, value $1,007,035.

    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 20,331 shares
    Change vs previous 13F +5,656 shares

    0.02% of the 13F portfolio, value $948,848.

    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 14,675 shares
    Change vs previous 13F -17,452 shares

    0.02% of the 13F portfolio, value $677,545.

    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 32,127 shares
    Change vs previous 13F +20,016 shares

    0.02% of the 13F portfolio, value $1,481,376.

    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 12,111 shares
    Change vs previous 13F +1,058 shares

    0.02% of the 13F portfolio, value $547,175.

    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 11,053 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $523,028.

    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).