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Geneos Wealth Management Inc.: CAG position timeline

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

Geneos Wealth Management Inc. held 986 CAG 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 986 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $13,272.

    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 986 shares
    Change vs previous 13F -94 shares

    <0.01% of the 13F portfolio, value $15,500.

    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 1,080 shares
    Change vs previous 13F -233 shares

    <0.01% of the 13F portfolio, value $18,695.

    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 1,313 shares
    Change vs previous 13F -620 shares

    <0.01% of the 13F portfolio, value $24,048.

    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 1,933 shares
    Change vs previous 13F -3,573 shares

    <0.01% of the 13F portfolio, value $39,569.

    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 5,506 shares
    Change vs previous 13F +2,030 shares

    <0.01% of the 13F portfolio, value $146,845.

    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 3,476 shares
    Change vs previous 13F -444 shares

    <0.01% of the 13F portfolio, value $96,459.

    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 3,920 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $127,478.

    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).