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Disclosery

Geneos Wealth Management Inc.: BTU position timeline

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

Geneos Wealth Management Inc. held 242,673 BTU 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 242,673 shares
    Change vs previous 13F +18,728 shares

    0.11% of the 13F portfolio, value $5,610,601.

    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 223,945 shares
    Change vs previous 13F +19,661 shares

    0.17% of the 13F portfolio, value $7,378,985.

    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 204,284 shares
    Change vs previous 13F +14,025 shares

    0.15% of the 13F portfolio, value $6,067,243.

    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 190,259 shares
    Change vs previous 13F +189,329 shares

    0.13% of the 13F portfolio, value $5,045,669.

    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 930 shares
    Change vs previous 13F +670 shares

    <0.01% of the 13F portfolio, value $12,481.

    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 260 shares
    Change vs previous 13F +195 shares

    <0.01% of the 13F portfolio, value $3,523.

    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 65 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,361.

    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 65 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,725.

    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).