Skip to content
Disclosery

Geneos Wealth Management Inc.: BKLN position timeline

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

Geneos Wealth Management Inc. held 8,452 BKLN 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 8,452 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $172,167.

    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 8,452 shares
    Change vs previous 13F -997 shares

    <0.01% of the 13F portfolio, value $172,505.

    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 9,449 shares
    Change vs previous 13F +197 shares

    <0.01% of the 13F portfolio, value $198,429.

    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 9,252 shares
    Change vs previous 13F -20,046 shares

    <0.01% of the 13F portfolio, value $193,644.

    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 29,298 shares
    Change vs previous 13F -37,114 shares

    0.01% of the 13F portfolio, value $612,914.

    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 66,412 shares
    Change vs previous 13F +52,913 shares

    0.02% of the 13F portfolio, value $1,374,728.

    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 13,499 shares
    Change vs previous 13F -7,034 shares

    0.01% of the 13F portfolio, value $284,424.

    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 20,533 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $431,398.

    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).