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Geneos Wealth Management Inc.: CGMU position timeline

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

Geneos Wealth Management Inc. held 70,577 CGMU 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 70,577 shares
    Change vs previous 13F +4,091 shares

    0.04% of the 13F portfolio, value $1,938,750.

    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 66,486 shares
    Change vs previous 13F +1,387 shares

    0.04% of the 13F portfolio, value $1,805,095.

    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 65,099 shares
    Change vs previous 13F +31,286 shares

    0.04% of the 13F portfolio, value $1,782,411.

    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 33,813 shares
    Change vs previous 13F -41,123 shares

    0.02% of the 13F portfolio, value $922,757.

    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 74,936 shares
    Change vs previous 13F +40,734 shares

    0.05% of the 13F portfolio, value $2,000,042.

    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 34,202 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $917,298.

    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).