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Disclosery

Geneos Wealth Management Inc.: BSCR position timeline

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

Geneos Wealth Management Inc. held 230,969 BSCR 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 230,969 shares
    Change vs previous 13F +2,564 shares

    0.09% of the 13F portfolio, value $4,531,607.

    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 228,405 shares
    Change vs previous 13F +10,354 shares

    0.1% of the 13F portfolio, value $4,483,585.

    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 218,051 shares
    Change vs previous 13F +12,646 shares

    0.11% of the 13F portfolio, value $4,304,327.

    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 205,405 shares
    Change vs previous 13F -37,743 shares

    0.1% of the 13F portfolio, value $4,048,533.

    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 243,148 shares
    Change vs previous 13F -78,675 shares

    0.12% of the 13F portfolio, value $4,777,848.

    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 321,823 shares
    Change vs previous 13F +190,090 shares

    0.09% of the 13F portfolio, value $6,304,493.

    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 131,733 shares
    Change vs previous 13F +4,671 shares

    0.09% of the 13F portfolio, value $2,566,149.

    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 127,062 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,505,653.

    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).