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Geneos Wealth Management Inc.: CGGO position timeline

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

Geneos Wealth Management Inc. held 144,988 CGGO 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 144,988 shares
    Change vs previous 13F +23,409 shares

    0.13% of the 13F portfolio, value $6,137,342.

    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 121,579 shares
    Change vs previous 13F +31,389 shares

    0.09% of the 13F portfolio, value $4,057,091.

    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 90,190 shares
    Change vs previous 13F +22,422 shares

    0.08% of the 13F portfolio, value $3,125,084.

    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 67,768 shares
    Change vs previous 13F -15,179 shares

    0.06% of the 13F portfolio, value $2,315,633.

    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 82,947 shares
    Change vs previous 13F +66,624 shares

    0.06% of the 13F portfolio, value $2,651,816.

    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 16,323 shares
    Change vs previous 13F +14,020 shares

    0.01% of the 13F portfolio, value $872,677.

    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 2,303 shares
    Change vs previous 13F +972 shares

    <0.01% of the 13F portfolio, value $67,294.

    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 1,331 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $40,130.

    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).