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Disclosery

Geneos Wealth Management Inc.: CGDV position timeline

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

Geneos Wealth Management Inc. held 519,958 CGDV 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 519,958 shares
    Change vs previous 13F +19,482 shares

    0.52% of the 13F portfolio, value $25,623,532.

    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 500,476 shares
    Change vs previous 13F -328,004 shares

    0.49% of the 13F portfolio, value $21,290,253.

    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 828,480 shares
    Change vs previous 13F +13,834 shares

    0.88% of the 13F portfolio, value $36,154,871.

    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 814,646 shares
    Change vs previous 13F +249,184 shares

    0.87% of the 13F portfolio, value $34,239,576.

    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 565,462 shares
    Change vs previous 13F +494,943 shares

    0.55% of the 13F portfolio, value $22,330,098.

    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 70,519 shares
    Change vs previous 13F +62,100 shares

    0.05% of the 13F portfolio, value $3,183,080.

    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 8,419 shares
    Change vs previous 13F +869 shares

    0.01% of the 13F portfolio, value $296,854.

    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 7,550 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $275,122.

    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).