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Geneos Wealth Management Inc.: BUFG position timeline

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

Geneos Wealth Management Inc. held 225,181 BUFG 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 225,181 shares
    Change vs previous 13F +4,582 shares

    0.13% of the 13F portfolio, value $6,602,300.

    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 220,599 shares
    Change vs previous 13F +2,015 shares

    0.14% of the 13F portfolio, value $5,925,282.

    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 218,584 shares
    Change vs previous 13F +6,616 shares

    0.15% of the 13F portfolio, value $6,015,439.

    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 211,968 shares
    Change vs previous 13F -737 shares

    0.14% of the 13F portfolio, value $5,710,404.

    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 212,705 shares
    Change vs previous 13F -149,706 shares

    0.13% of the 13F portfolio, value $5,432,473.

    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 362,411 shares
    Change vs previous 13F +249,518 shares

    0.13% of the 13F portfolio, value $8,621,733.

    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 112,893 shares
    Change vs previous 13F +3,713 shares

    0.1% of the 13F portfolio, value $2,765,866.

    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 109,180 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,632,318.

    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).