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Geneos Wealth Management Inc.: BRK-B position timeline

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

Geneos Wealth Management Inc. held 65,862 BRK-B 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 65,862 shares
    Change vs previous 13F -4,013 shares

    0.67% of the 13F portfolio, value $32,956,666.

    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 69,875 shares
    Change vs previous 13F +734 shares

    0.78% of the 13F portfolio, value $33,484,100.

    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 69,141 shares
    Change vs previous 13F -4,184 shares

    0.85% of the 13F portfolio, value $34,753,472.

    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 73,325 shares
    Change vs previous 13F -1,572 shares

    0.94% of the 13F portfolio, value $36,863,159.

    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 74,897 shares
    Change vs previous 13F -46,023 shares

    0.89% of the 13F portfolio, value $36,382,473.

    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 120,920 shares
    Change vs previous 13F +71,990 shares

    0.94% of the 13F portfolio, value $64,399,041.

    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 48,930 shares
    Change vs previous 13F -433 shares

    0.78% of the 13F portfolio, value $22,178,764.

    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 49,363 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $22,719,584.

    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).