Skip to content
Disclosery

Geneos Wealth Management Inc.: CGCP position timeline

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

Geneos Wealth Management Inc. held 282,442 CGCP 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 282,442 shares
    Change vs previous 13F +816 shares

    0.13% of the 13F portfolio, value $6,295,632.

    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 281,626 shares
    Change vs previous 13F +10,499 shares

    0.15% of the 13F portfolio, value $6,291,525.

    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 271,127 shares
    Change vs previous 13F +22,652 shares

    0.15% of the 13F portfolio, value $6,138,315.

    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 248,475 shares
    Change vs previous 13F -8,197 shares

    0.14% of the 13F portfolio, value $5,645,352.

    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 256,672 shares
    Change vs previous 13F -216,682 shares

    0.14% of the 13F portfolio, value $5,775,120.

    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 473,354 shares
    Change vs previous 13F +283,646 shares

    0.16% of the 13F portfolio, value $10,626,797.

    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 189,708 shares
    Change vs previous 13F +143,062 shares

    0.15% of the 13F portfolio, value $4,211,518.

    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 46,646 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,078,456.

    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).