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Disclosery

Geneos Wealth Management Inc.: BBIN position timeline

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

Geneos Wealth Management Inc. held 20,870 BBIN 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 20,870 shares
    Change vs previous 13F -7,491 shares

    0.03% of the 13F portfolio, value $1,629,550.

    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 28,361 shares
    Change vs previous 13F +1,734 shares

    0.05% of the 13F portfolio, value $2,073,722.

    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 26,627 shares
    Change vs previous 13F +707 shares

    0.05% of the 13F portfolio, value $1,925,669.

    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 25,920 shares
    Change vs previous 13F +3,052 shares

    0.05% of the 13F portfolio, value $1,817,740.

    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 22,868 shares
    Change vs previous 13F -23,480 shares

    0.04% of the 13F portfolio, value $1,543,610.

    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 46,348 shares
    Change vs previous 13F +21,076 shares

    0.04% of the 13F portfolio, value $2,850,898.

    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 25,272 shares
    Change vs previous 13F -2,584 shares

    0.05% of the 13F portfolio, value $1,443,033.

    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 27,856 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,755,225.

    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).