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Disclosery

Geneos Wealth Management Inc.: BTI position timeline

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

Geneos Wealth Management Inc. held 9,216 BTI 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 9,216 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $569,204.

    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 9,209 shares
    Change vs previous 13F -363 shares

    0.01% of the 13F portfolio, value $538,433.

    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 9,572 shares
    Change vs previous 13F -107 shares

    0.01% of the 13F portfolio, value $541,946.

    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 9,679 shares
    Change vs previous 13F -306 shares

    0.01% of the 13F portfolio, value $513,770.

    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 9,985 shares
    Change vs previous 13F +826 shares

    0.01% of the 13F portfolio, value $472,572.

    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 9,159 shares
    Change vs previous 13F +6,589 shares

    0.01% of the 13F portfolio, value $378,899.

    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 2,570 shares
    Change vs previous 13F +388 shares

    <0.01% of the 13F portfolio, value $93,330.

    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 2,182 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $79,826.

    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).