Geneos Wealth Management Inc.: BBJP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on BBJP, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 9,522 BBJP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 9,522 sharesChange vs previous 13F +66 shares
0.01% of the 13F portfolio, value $717,102.
13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,456 sharesChange vs previous 13F +330 shares
0.02% of the 13F portfolio, value $651,613.
13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,126 sharesChange vs previous 13F +366 shares
0.01% of the 13F portfolio, value $601,495.
13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,760 sharesChange vs previous 13F +89 shares
0.01% of the 13F portfolio, value $580,963.
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,671 sharesChange vs previous 13F -8,321 shares
0.01% of the 13F portfolio, value $535,694.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 16,992 sharesChange vs previous 13F +8,696 shares
0.01% of the 13F portfolio, value $953,761.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,296 sharesChange vs previous 13F -306 shares
0.02% of the 13F portfolio, value $455,367.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,602 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $509,927.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).