Geneos Wealth Management Inc.: CAH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on CAH, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 12,087 CAH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 12,087 sharesChange vs previous 13F -602 shares
0.06% of the 13F portfolio, value $2,871,354.
13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,689 sharesChange vs previous 13F -596 shares
0.06% of the 13F portfolio, value $2,681,260.
13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,285 sharesChange vs previous 13F -22 shares
0.07% of the 13F portfolio, value $2,729,983.
13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,307 sharesChange vs previous 13F -1,006 shares
0.05% of the 13F portfolio, value $2,088,725.
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,313 sharesChange vs previous 13F -13,794 shares
0.06% of the 13F portfolio, value $2,404,612.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 28,107 sharesChange vs previous 13F +10,223 shares
0.06% of the 13F portfolio, value $3,872,323.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,884 sharesChange vs previous 13F -211 shares
0.07% of the 13F portfolio, value $2,115,111.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 18,095 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $1,999,836.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).