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Geneos Wealth Management Inc.: CGGR position timeline

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

Geneos Wealth Management Inc. held 591,617 CGGR 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 591,617 shares
    Change vs previous 13F +37,031 shares

    0.57% of the 13F portfolio, value $27,924,322.

    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 554,586 shares
    Change vs previous 13F -646,453 shares

    0.52% of the 13F portfolio, value $22,288,811.

    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 1,201,039 shares
    Change vs previous 13F +12,053 shares

    1.31% of the 13F portfolio, value $53,410,204.

    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 1,188,986 shares
    Change vs previous 13F +417,119 shares

    1.32% of the 13F portfolio, value $52,220,265.

    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 771,867 shares
    Change vs previous 13F -523,546 shares

    0.77% of the 13F portfolio, value $31,376,391.

    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 1,295,413 shares
    Change vs previous 13F +698,995 shares

    0.66% of the 13F portfolio, value $44,934,830.

    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 596,418 shares
    Change vs previous 13F -44,966 shares

    0.78% of the 13F portfolio, value $22,168,855.

    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 641,384 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $22,313,766.

    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).