Skip to content
Disclosery

Geneos Wealth Management Inc.: CARR position timeline

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

Geneos Wealth Management Inc. held 98,109 CARR 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 98,109 shares
    Change vs previous 13F -3,277 shares

    0.15% of the 13F portfolio, value $7,196,292.

    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 101,386 shares
    Change vs previous 13F +96,034 shares

    0.13% of the 13F portfolio, value $5,709,026.

    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 5,352 shares
    Change vs previous 13F +172 shares

    0.01% of the 13F portfolio, value $282,795.

    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 5,180 shares
    Change vs previous 13F -1,006 shares

    0.01% of the 13F portfolio, value $309,256.

    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 6,186 shares
    Change vs previous 13F -4,739 shares

    0.01% of the 13F portfolio, value $452,761.

    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 10,925 shares
    Change vs previous 13F +8,107 shares

    0.01% of the 13F portfolio, value $692,621.

    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 2,818 shares
    Change vs previous 13F -238 shares

    0.01% of the 13F portfolio, value $192,323.

    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 3,056 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $246,018.

    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).