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Geneos Wealth Management Inc.: BSCU position timeline

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

Geneos Wealth Management Inc. held 236,871 BSCU 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 236,871 shares
    Change vs previous 13F +2,146 shares

    0.08% of the 13F portfolio, value $3,943,896.

    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 234,725 shares
    Change vs previous 13F +11,859 shares

    0.09% of the 13F portfolio, value $3,924,601.

    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 222,866 shares
    Change vs previous 13F +13,296 shares

    0.09% of the 13F portfolio, value $3,770,893.

    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 209,570 shares
    Change vs previous 13F -61,373 shares

    0.09% of the 13F portfolio, value $3,541,733.

    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 270,943 shares
    Change vs previous 13F +219,774 shares

    0.11% of the 13F portfolio, value $4,546,424.

    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 51,169 shares
    Change vs previous 13F +32,766 shares

    0.01% of the 13F portfolio, value $848,893.

    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 18,403 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $301,257.

    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).