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Geneos Wealth Management Inc.: BBDC position timeline

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

Geneos Wealth Management Inc. held 17,353 BBDC 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 17,353 shares
    Change vs previous 13F -400 shares

    <0.01% of the 13F portfolio, value $147,848.

    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 17,753 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $146,107.

    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 17,753 shares
    Change vs previous 13F -735 shares

    <0.01% of the 13F portfolio, value $162,973.

    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 18,488 shares
    Change vs previous 13F -654 shares

    <0.01% of the 13F portfolio, value $161,955.

    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 19,142 shares
    Change vs previous 13F -29,115 shares

    <0.01% of the 13F portfolio, value $174,958.

    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 48,257 shares
    Change vs previous 13F +26,291 shares

    0.01% of the 13F portfolio, value $460,372.

    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 21,966 shares
    Change vs previous 13F -3,670 shares

    0.01% of the 13F portfolio, value $210,215.

    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 25,636 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $251,233.

    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).