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Geneos Wealth Management Inc.: BBLU position timeline

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

Geneos Wealth Management Inc. held 70,887 BBLU 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 70,887 shares
    Change vs previous 13F -3,572 shares

    0.02% of the 13F portfolio, value $1,169,636.

    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 74,459 shares
    Change vs previous 13F -10,825 shares

    0.03% of the 13F portfolio, value $1,099,015.

    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 85,284 shares
    Change vs previous 13F -2,387 shares

    0.03% of the 13F portfolio, value $1,301,434.

    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 87,671 shares
    Change vs previous 13F +17,466 shares

    0.03% of the 13F portfolio, value $1,317,695.

    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 70,205 shares
    Change vs previous 13F -150 shares

    0.02% of the 13F portfolio, value $965,319.

    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 70,355 shares
    Change vs previous 13F -787 shares

    0.01% of the 13F portfolio, value $898,433.

    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 71,142 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $928,403.

    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).