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Geneos Wealth Management Inc.: BKR position timeline

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

Geneos Wealth Management Inc. held 122,387 BKR 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 122,387 shares
    Change vs previous 13F +2,663 shares

    0.14% of the 13F portfolio, value $6,792,480.

    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 119,724 shares
    Change vs previous 13F +12,968 shares

    0.17% of the 13F portfolio, value $7,309,150.

    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 106,756 shares
    Change vs previous 13F -2,947 shares

    0.12% of the 13F portfolio, value $4,861,657.

    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 109,703 shares
    Change vs previous 13F +3,191 shares

    0.14% of the 13F portfolio, value $5,344,714.

    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 106,512 shares
    Change vs previous 13F -98,959 shares

    0.1% of the 13F portfolio, value $4,083,667.

    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 205,471 shares
    Change vs previous 13F +85,191 shares

    0.13% of the 13F portfolio, value $9,030,430.

    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 120,280 shares
    Change vs previous 13F +4,125 shares

    0.17% of the 13F portfolio, value $4,933,883.

    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 116,155 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,199,003.

    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).