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Geneos Wealth Management Inc.: CCEP position timeline

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

Geneos Wealth Management Inc. held 347 CCEP 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 347 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $34,724.

    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 347 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $31,462.

    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 347 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $31,473.

    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 347 shares
    Change vs previous 13F -426 shares

    <0.01% of the 13F portfolio, value $31,372.

    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 773 shares
    Change vs previous 13F -1,164 shares

    <0.01% of the 13F portfolio, value $71,673.

    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 1,937 shares
    Change vs previous 13F +1,285 shares

    <0.01% of the 13F portfolio, value $168,577.

    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 652 shares
    Change vs previous 13F +58 shares

    <0.01% of the 13F portfolio, value $50,080.

    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 594 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $46,778.

    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).