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Disclosery

Geneos Wealth Management Inc.: BOND position timeline

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

Geneos Wealth Management Inc. held 66,962 BOND 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 66,962 shares
    Change vs previous 13F +17,932 shares

    0.13% of the 13F portfolio, value $6,174,581.

    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 49,030 shares
    Change vs previous 13F +5,645 shares

    0.1% of the 13F portfolio, value $4,524,527.

    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 43,385 shares
    Change vs previous 13F +5,239 shares

    0.1% of the 13F portfolio, value $4,038,319.

    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 38,146 shares
    Change vs previous 13F -2,027 shares

    0.09% of the 13F portfolio, value $3,560,931.

    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 40,173 shares
    Change vs previous 13F -41,381 shares

    0.09% of the 13F portfolio, value $3,703,133.

    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 81,554 shares
    Change vs previous 13F +45,027 shares

    0.11% of the 13F portfolio, value $7,541,223.

    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 36,527 shares
    Change vs previous 13F -376 shares

    0.12% of the 13F portfolio, value $3,302,811.

    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 36,903 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,491,353.

    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).