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Disclosery

Geneos Wealth Management Inc.: BMY position timeline

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

Geneos Wealth Management Inc. held 94,459 BMY 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 94,459 shares
    Change vs previous 13F -8,658 shares

    0.11% of the 13F portfolio, value $5,442,752.

    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 103,117 shares
    Change vs previous 13F +11,902 shares

    0.15% of the 13F portfolio, value $6,254,062.

    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 91,215 shares
    Change vs previous 13F -2,126 shares

    0.12% of the 13F portfolio, value $4,920,112.

    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 93,341 shares
    Change vs previous 13F +1,110 shares

    0.11% of the 13F portfolio, value $4,209,686.

    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 92,231 shares
    Change vs previous 13F -86,920 shares

    0.1% of the 13F portfolio, value $4,269,373.

    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 179,151 shares
    Change vs previous 13F +83,196 shares

    0.16% of the 13F portfolio, value $10,926,450.

    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 95,955 shares
    Change vs previous 13F +3,560 shares

    0.19% of the 13F portfolio, value $5,427,216.

    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 92,395 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,780,522.

    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).