Geneos Wealth Management Inc.: BSCV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on BSCV, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 39,850 BSCV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 39,850 sharesChange vs previous 13F +818 shares
0.01% of the 13F portfolio, value $653,142.
13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 39,032 sharesChange vs previous 13F +3,591 shares
0.01% of the 13F portfolio, value $642,467.
13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 35,441 sharesChange vs previous 13F +194 shares
0.01% of the 13F portfolio, value $591,865.
13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 35,247 sharesChange vs previous 13F +504 shares
0.01% of the 13F portfolio, value $587,920.
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 34,743 sharesChange vs previous 13F -11,027 shares
0.01% of the 13F portfolio, value $574,302.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 45,770 sharesChange vs previous 13F +29,964 shares
0.01% of the 13F portfolio, value $746,509.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,806 sharesChange vs previous 13F +5,249 shares
0.01% of the 13F portfolio, value $253,686.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,557 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $175,985.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).