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Geneos Wealth Management Inc.: BKMC position timeline

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

Geneos Wealth Management Inc. held 64,532 BKMC 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 64,532 shares
    Change vs previous 13F -4,983 shares

    0.16% of the 13F portfolio, value $7,994,854.

    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 69,515 shares
    Change vs previous 13F +1,310 shares

    0.18% of the 13F portfolio, value $7,668,153.

    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 68,205 shares
    Change vs previous 13F +2,068 shares

    0.18% of the 13F portfolio, value $7,430,287.

    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 66,137 shares
    Change vs previous 13F +2,168 shares

    0.18% of the 13F portfolio, value $7,177,199.

    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 63,969 shares
    Change vs previous 13F -27,577 shares

    0.16% of the 13F portfolio, value $6,547,858.

    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 91,546 shares
    Change vs previous 13F +61,702 shares

    0.13% of the 13F portfolio, value $8,753,571.

    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 29,844 shares
    Change vs previous 13F +74 shares

    0.11% of the 13F portfolio, value $3,032,188.

    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 29,770 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,035,661.

    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).