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Disclosery

Geneos Wealth Management Inc.: CGSD position timeline

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

Geneos Wealth Management Inc. held 1,173 CGSD 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 1,173 shares
    Change vs previous 13F -6,919 shares

    <0.01% of the 13F portfolio, value $30,181.

    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 8,092 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $208,693.

    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 8,092 shares
    Change vs previous 13F +397 shares

    0.01% of the 13F portfolio, value $210,473.

    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 7,695 shares
    Change vs previous 13F -98,711 shares

    0.01% of the 13F portfolio, value $199,916.

    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 106,406 shares
    Change vs previous 13F -2,539 shares

    0.07% of the 13F portfolio, value $2,760,171.

    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 108,945 shares
    Change vs previous 13F +108,919 shares

    0.08% of the 13F portfolio, value $5,584,922.

    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 26 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $667.

    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).