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Disclosery

Geneos Wealth Management Inc.: BOTZ position timeline

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

Geneos Wealth Management Inc. held 48,889 BOTZ 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 48,889 shares
    Change vs previous 13F +5,901 shares

    0.04% of the 13F portfolio, value $1,854,849.

    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 42,988 shares
    Change vs previous 13F -685 shares

    0.03% of the 13F portfolio, value $1,428,061.

    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 43,673 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,582,273.

    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 43,673 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,547,334.

    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 43,673 shares
    Change vs previous 13F -45,747 shares

    0.03% of the 13F portfolio, value $1,425,923.

    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 89,420 shares
    Change vs previous 13F +44,698 shares

    0.04% of the 13F portfolio, value $2,544,894.

    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 44,722 shares
    Change vs previous 13F -527 shares

    0.05% of the 13F portfolio, value $1,428,868.

    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 45,249 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,454,755.

    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).