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Geneos Wealth Management Inc.: CAT position timeline

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

Geneos Wealth Management Inc. held 16,196 CAT 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 16,196 shares
    Change vs previous 13F +62 shares

    0.35% of the 13F portfolio, value $17,247,048.

    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 16,134 shares
    Change vs previous 13F -127 shares

    0.27% of the 13F portfolio, value $11,430,008.

    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 16,261 shares
    Change vs previous 13F +2,572 shares

    0.23% of the 13F portfolio, value $9,315,725.

    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 13,689 shares
    Change vs previous 13F -1,407 shares

    0.17% of the 13F portfolio, value $6,531,787.

    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 15,096 shares
    Change vs previous 13F -23,939 shares

    0.14% of the 13F portfolio, value $5,860,233.

    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 39,035 shares
    Change vs previous 13F +24,063 shares

    0.19% of the 13F portfolio, value $12,873,539.

    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 14,972 shares
    Change vs previous 13F -274 shares

    0.19% of the 13F portfolio, value $5,431,197.

    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 15,246 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $5,963,091.

    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).