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Geneos Wealth Management Inc.: CGGE position timeline

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

Geneos Wealth Management Inc. held 63,280 CGGE 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 63,280 shares
    Change vs previous 13F +27,316 shares

    0.05% of the 13F portfolio, value $2,229,987.

    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 35,964 shares
    Change vs previous 13F +20,201 shares

    0.03% of the 13F portfolio, value $1,096,902.

    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 15,763 shares
    Change vs previous 13F +14,923 shares

    0.01% of the 13F portfolio, value $498,584.

    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 840 shares
    Change vs previous 13F -6,289 shares

    <0.01% of the 13F portfolio, value $25,864.

    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 7,129 shares
    Change vs previous 13F +6,568 shares

    0.01% of the 13F portfolio, value $208,096.

    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 561 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,507.

    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).