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Disclosery

Geneos Wealth Management Inc.: CGUS position timeline

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

Geneos Wealth Management Inc. held 191,173 CGUS 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 191,173 shares
    Change vs previous 13F +28,794 shares

    0.17% of the 13F portfolio, value $8,503,392.

    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 162,379 shares
    Change vs previous 13F +15,756 shares

    0.14% of the 13F portfolio, value $6,238,587.

    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 146,623 shares
    Change vs previous 13F +11,865 shares

    0.14% of the 13F portfolio, value $5,898,649.

    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 134,758 shares
    Change vs previous 13F -5,743 shares

    0.14% of the 13F portfolio, value $5,328,313.

    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 140,501 shares
    Change vs previous 13F +133,134 shares

    0.13% of the 13F portfolio, value $5,188,691.

    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 7,367 shares
    Change vs previous 13F +5,194 shares

    <0.01% of the 13F portfolio, value $246,054.

    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 2,173 shares
    Change vs previous 13F +1,143 shares

    <0.01% of the 13F portfolio, value $75,985.

    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 1,030 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $35,308.

    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).