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Disclosery

Geneos Wealth Management Inc.: BNY position timeline

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

Geneos Wealth Management Inc. held 10,264 BNY 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 10,264 shares
    Change vs previous 13F +690 shares

    0.03% of the 13F portfolio, value $1,484,259.

    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 9,574 shares
    Change vs previous 13F -255 shares

    0.03% of the 13F portfolio, value $1,135,759.

    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 9,829 shares
    Change vs previous 13F -756 shares

    0.03% of the 13F portfolio, value $1,141,075.

    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 10,585 shares
    Change vs previous 13F -2,394 shares

    0.03% of the 13F portfolio, value $1,153,388.

    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 12,979 shares
    Change vs previous 13F -12,794 shares

    0.03% of the 13F portfolio, value $1,182,478.

    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 25,773 shares
    Change vs previous 13F +16,184 shares

    0.03% of the 13F portfolio, value $2,161,555.

    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 9,589 shares
    Change vs previous 13F +400 shares

    0.03% of the 13F portfolio, value $736,744.

    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 9,189 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $660,350.

    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).