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Disclosery

Geneos Wealth Management Inc.: BITB position timeline

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

Geneos Wealth Management Inc. held 1,656 BITB 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 1,656 shares
    Change vs previous 13F +454 shares

    <0.01% of the 13F portfolio, value $52,760.

    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 1,202 shares
    Change vs previous 13F +421 shares

    <0.01% of the 13F portfolio, value $44,246.

    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 781 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $37,144.

    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 781 shares
    Change vs previous 13F +686 shares

    <0.01% of the 13F portfolio, value $48,594.

    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 95 shares
    Change vs previous 13F +20 shares

    <0.01% of the 13F portfolio, value $5,566.

    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 75 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,366.

    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).