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Disclosery

Geneos Wealth Management Inc.: CEF position timeline

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

Geneos Wealth Management Inc. held 39,560 CEF 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 39,560 shares
    Change vs previous 13F +5,829 shares

    0.03% of the 13F portfolio, value $1,591,499.

    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 33,731 shares
    Change vs previous 13F -11,420 shares

    0.04% of the 13F portfolio, value $1,609,643.

    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 45,151 shares
    Change vs previous 13F -1,121 shares

    0.05% of the 13F portfolio, value $2,067,916.

    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 46,272 shares
    Change vs previous 13F +1,164 shares

    0.04% of the 13F portfolio, value $1,697,720.

    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 45,108 shares
    Change vs previous 13F -32,771 shares

    0.03% of the 13F portfolio, value $1,357,751.

    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 77,879 shares
    Change vs previous 13F +40,403 shares

    0.03% of the 13F portfolio, value $2,212,543.

    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 37,476 shares
    Change vs previous 13F +2,386 shares

    0.03% of the 13F portfolio, value $890,430.

    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 35,090 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $859,354.

    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).