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Geneos Wealth Management Inc.: BUFQ position timeline

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

Geneos Wealth Management Inc. held 231,736 BUFQ 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 231,736 shares
    Change vs previous 13F +4,439 shares

    0.19% of the 13F portfolio, value $9,100,273.

    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 227,297 shares
    Change vs previous 13F -52,032 shares

    0.19% of the 13F portfolio, value $8,028,130.

    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 279,329 shares
    Change vs previous 13F -10,757 shares

    0.24% of the 13F portfolio, value $10,011,151.

    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 290,086 shares
    Change vs previous 13F +12,541 shares

    0.26% of the 13F portfolio, value $10,106,596.

    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 277,545 shares
    Change vs previous 13F -84,415 shares

    0.23% of the 13F portfolio, value $9,214,494.

    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 361,960 shares
    Change vs previous 13F +268,948 shares

    0.16% of the 13F portfolio, value $10,808,125.

    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 93,012 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,923,367.

    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).