Skip to content
Disclosery

Geneos Wealth Management Inc.: BSCS position timeline

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

Geneos Wealth Management Inc. held 211,700 BSCS 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 211,700 shares
    Change vs previous 13F +11,405 shares

    0.09% of the 13F portfolio, value $4,312,324.

    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 200,295 shares
    Change vs previous 13F +8,629 shares

    0.09% of the 13F portfolio, value $4,090,027.

    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 191,666 shares
    Change vs previous 13F +12,463 shares

    0.1% of the 13F portfolio, value $3,948,320.

    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 179,203 shares
    Change vs previous 13F -37,155 shares

    0.09% of the 13F portfolio, value $3,686,206.

    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 216,358 shares
    Change vs previous 13F -64,425 shares

    0.11% of the 13F portfolio, value $4,433,175.

    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 280,783 shares
    Change vs previous 13F +160,666 shares

    0.08% of the 13F portfolio, value $5,713,934.

    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 120,117 shares
    Change vs previous 13F +7,725 shares

    0.08% of the 13F portfolio, value $2,417,955.

    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 112,392 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,310,780.

    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).