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Geneos Wealth Management Inc.: BND position timeline

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

Geneos Wealth Management Inc. held 164,627 BND 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 164,627 shares
    Change vs previous 13F +11,205 shares

    0.25% of the 13F portfolio, value $12,085,278.

    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 153,422 shares
    Change vs previous 13F +9,671 shares

    0.26% of the 13F portfolio, value $11,297,969.

    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 143,751 shares
    Change vs previous 13F +13,732 shares

    0.26% of the 13F portfolio, value $10,647,655.

    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 130,019 shares
    Change vs previous 13F -218,171 shares

    0.25% of the 13F portfolio, value $9,669,521.

    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 348,190 shares
    Change vs previous 13F -317,679 shares

    0.63% of the 13F portfolio, value $25,637,237.

    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 665,869 shares
    Change vs previous 13F +488,045 shares

    0.72% of the 13F portfolio, value $48,908,149.

    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 177,824 shares
    Change vs previous 13F +25,368 shares

    0.45% of the 13F portfolio, value $12,787,346.

    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 152,456 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $11,450,987.

    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).