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Disclosery

Geneos Wealth Management Inc.: CGBL position timeline

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

Geneos Wealth Management Inc. held 319,852 CGBL 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 319,852 shares
    Change vs previous 13F +39,492 shares

    0.25% of the 13F portfolio, value $12,141,571.

    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 280,360 shares
    Change vs previous 13F +10,288 shares

    0.22% of the 13F portfolio, value $9,647,174.

    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 270,072 shares
    Change vs previous 13F +79,018 shares

    0.23% of the 13F portfolio, value $9,541,629.

    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 191,054 shares
    Change vs previous 13F +80,637 shares

    0.17% of the 13F portfolio, value $6,633,392.

    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 110,417 shares
    Change vs previous 13F +35,836 shares

    0.09% of the 13F portfolio, value $3,692,350.

    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 74,581 shares
    Change vs previous 13F +64,300 shares

    0.03% of the 13F portfolio, value $2,310,504.

    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 10,281 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $321,471.

    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).