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Geneos Wealth Management Inc.: BUFT position timeline

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

Geneos Wealth Management Inc. held 247,105 BUFT 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 247,105 shares
    Change vs previous 13F +6,235 shares

    0.13% of the 13F portfolio, value $6,397,555.

    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 240,870 shares
    Change vs previous 13F +8,692 shares

    0.14% of the 13F portfolio, value $5,975,991.

    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 232,178 shares
    Change vs previous 13F +7,489 shares

    0.14% of the 13F portfolio, value $5,713,894.

    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 224,689 shares
    Change vs previous 13F +1,225 shares

    0.14% of the 13F portfolio, value $5,428,474.

    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 223,464 shares
    Change vs previous 13F -156,638 shares

    0.13% of the 13F portfolio, value $5,264,800.

    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 380,102 shares
    Change vs previous 13F +261,936 shares

    0.12% of the 13F portfolio, value $8,533,290.

    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 118,166 shares
    Change vs previous 13F +5,798 shares

    0.09% of the 13F portfolio, value $2,651,645.

    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 112,368 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,484,456.

    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).