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Geneos Wealth Management Inc.: BUFS position timeline

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

Geneos Wealth Management Inc. held 335,044 BUFS 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 335,044 shares
    Change vs previous 13F +1,180 shares

    0.17% of the 13F portfolio, value $8,406,254.

    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 333,864 shares
    Change vs previous 13F -80,241 shares

    0.18% of the 13F portfolio, value $7,698,904.

    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 414,105 shares
    Change vs previous 13F -9,923 shares

    0.23% of the 13F portfolio, value $9,458,158.

    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 424,028 shares
    Change vs previous 13F +16,957 shares

    0.24% of the 13F portfolio, value $9,527,909.

    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 407,071 shares
    Change vs previous 13F -101,685 shares

    0.21% of the 13F portfolio, value $8,568,845.

    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 508,756 shares
    Change vs previous 13F +377,270 shares

    0.15% of the 13F portfolio, value $10,302,309.

    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 131,486 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,804,596.

    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).