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Disclosery

Geneos Wealth Management Inc.: CGSM position timeline

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

Geneos Wealth Management Inc. held 30,755 CGSM 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 30,755 shares
    Change vs previous 13F +24,304 shares

    0.02% of the 13F portfolio, value $811,624.

    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 6,451 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $169,532.

    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 6,451 shares
    Change vs previous 13F +1,900 shares

    <0.01% of the 13F portfolio, value $169,919.

    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 4,551 shares
    Change vs previous 13F -43,260 shares

    <0.01% of the 13F portfolio, value $119,964.

    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 47,811 shares
    Change vs previous 13F +17,944 shares

    0.03% of the 13F portfolio, value $1,246,911.

    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 29,867 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $776,841.

    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).