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Disclosery

Geneos Wealth Management Inc.: CGIC position timeline

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

Geneos Wealth Management Inc. held 65,696 CGIC 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 65,696 shares
    Change vs previous 13F +17,345 shares

    0.05% of the 13F portfolio, value $2,390,677.

    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 48,351 shares
    Change vs previous 13F +24,163 shares

    0.04% of the 13F portfolio, value $1,600,902.

    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 24,188 shares
    Change vs previous 13F +20,850 shares

    0.02% of the 13F portfolio, value $786,110.

    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 3,338 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $102,844.

    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).