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Geneos Wealth Management Inc.: BUFZ position timeline

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

Geneos Wealth Management Inc. held 485,389 BUFZ 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 485,389 shares
    Change vs previous 13F +18,973 shares

    0.28% of the 13F portfolio, value $13,556,915.

    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 466,416 shares
    Change vs previous 13F -61,716 shares

    0.28% of the 13F portfolio, value $12,252,748.

    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 528,132 shares
    Change vs previous 13F -9,895 shares

    0.34% of the 13F portfolio, value $14,011,342.

    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 538,027 shares
    Change vs previous 13F +7,349 shares

    0.35% of the 13F portfolio, value $13,934,899.

    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 530,678 shares
    Change vs previous 13F -253,953 shares

    0.32% of the 13F portfolio, value $13,229,803.

    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 784,631 shares
    Change vs previous 13F +549,039 shares

    0.27% of the 13F portfolio, value $18,438,829.

    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 235,592 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,628,293.

    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).