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Disclosery

Geneos Wealth Management Inc.: CCJ position timeline

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

Geneos Wealth Management Inc. held 6,596 CCJ 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 6,596 shares
    Change vs previous 13F +30 shares

    0.01% of the 13F portfolio, value $671,891.

    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 6,566 shares
    Change vs previous 13F -627 shares

    0.02% of the 13F portfolio, value $713,133.

    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 7,193 shares
    Change vs previous 13F -1,100 shares

    0.02% of the 13F portfolio, value $658,108.

    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 8,293 shares
    Change vs previous 13F -3,035 shares

    0.02% of the 13F portfolio, value $695,451.

    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 11,328 shares
    Change vs previous 13F -9,751 shares

    0.02% of the 13F portfolio, value $840,877.

    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 21,079 shares
    Change vs previous 13F +12,321 shares

    0.01% of the 13F portfolio, value $1,002,699.

    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 8,758 shares
    Change vs previous 13F +56 shares

    0.02% of the 13F portfolio, value $450,074.

    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 8,702 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $415,608.

    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).