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Geneos Wealth Management Inc.: BNDX position timeline

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

Geneos Wealth Management Inc. held 86,863 BNDX 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 86,863 shares
    Change vs previous 13F -4,752 shares

    0.09% of the 13F portfolio, value $4,206,763.

    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 91,615 shares
    Change vs previous 13F -7,016 shares

    0.1% of the 13F portfolio, value $4,402,092.

    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 98,631 shares
    Change vs previous 13F +8,476 shares

    0.12% of the 13F portfolio, value $4,765,863.

    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 90,155 shares
    Change vs previous 13F -92,013 shares

    0.11% of the 13F portfolio, value $4,459,043.

    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 182,168 shares
    Change vs previous 13F -208,133 shares

    0.22% of the 13F portfolio, value $9,019,161.

    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 390,301 shares
    Change vs previous 13F +292,427 shares

    0.28% of the 13F portfolio, value $19,054,487.

    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 97,874 shares
    Change vs previous 13F -8,930 shares

    0.17% of the 13F portfolio, value $4,800,736.

    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 106,804 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,370,085.

    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).