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Geneos Wealth Management Inc.: BSCQ position timeline

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

Geneos Wealth Management Inc. held 262,298 BSCQ 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 262,298 shares
    Change vs previous 13F -4,636 shares

    0.1% of the 13F portfolio, value $5,122,675.

    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 266,934 shares
    Change vs previous 13F +9,187 shares

    0.12% of the 13F portfolio, value $5,213,221.

    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 257,747 shares
    Change vs previous 13F +14,335 shares

    0.12% of the 13F portfolio, value $5,046,681.

    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 243,412 shares
    Change vs previous 13F -30,714 shares

    0.12% of the 13F portfolio, value $4,761,139.

    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 274,126 shares
    Change vs previous 13F -97,751 shares

    0.13% of the 13F portfolio, value $5,350,940.

    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 371,877 shares
    Change vs previous 13F +232,196 shares

    0.11% of the 13F portfolio, value $7,244,164.

    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 139,681 shares
    Change vs previous 13F +12,544 shares

    0.1% of the 13F portfolio, value $2,714,002.

    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 127,137 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,486,800.

    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).