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Disclosery

Geneos Wealth Management Inc.: BCI position timeline

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

Geneos Wealth Management Inc. held 45,126 BCI 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 45,126 shares
    Change vs previous 13F +6,970 shares

    0.02% of the 13F portfolio, value $1,008,115.

    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 38,156 shares
    Change vs previous 13F +18,257 shares

    0.02% of the 13F portfolio, value $926,809.

    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 19,899 shares
    Change vs previous 13F +2,435 shares

    0.01% of the 13F portfolio, value $388,627.

    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 17,464 shares
    Change vs previous 13F -68,737 shares

    0.01% of the 13F portfolio, value $376,175.

    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 86,201 shares
    Change vs previous 13F -120,288 shares

    0.04% of the 13F portfolio, value $1,790,395.

    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 206,489 shares
    Change vs previous 13F +182,855 shares

    0.06% of the 13F portfolio, value $4,431,254.

    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 23,634 shares
    Change vs previous 13F -3,066 shares

    0.02% of the 13F portfolio, value $466,772.

    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 26,700 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $545,748.

    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).