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Disclosery

Geneos Wealth Management Inc.: BIBL position timeline

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

Geneos Wealth Management Inc. held 55,474 BIBL 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 55,474 shares
    Change vs previous 13F +5,328 shares

    0.07% of the 13F portfolio, value $3,210,824.

    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 50,146 shares
    Change vs previous 13F -13,958 shares

    0.05% of the 13F portfolio, value $2,364,378.

    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 64,104 shares
    Change vs previous 13F +4,625 shares

    0.07% of the 13F portfolio, value $2,893,008.

    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 59,479 shares
    Change vs previous 13F +1,314 shares

    0.07% of the 13F portfolio, value $2,642,666.

    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 58,165 shares
    Change vs previous 13F -5,140 shares

    0.06% of the 13F portfolio, value $2,403,953.

    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 63,305 shares
    Change vs previous 13F +31,914 shares

    0.04% of the 13F portfolio, value $2,431,570.

    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 31,391 shares
    Change vs previous 13F +208 shares

    0.04% of the 13F portfolio, value $1,221,405.

    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 31,183 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,268,213.

    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).