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Disclosery

Geneos Wealth Management Inc.: CHCO position timeline

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

Geneos Wealth Management Inc. held 176 CHCO 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 176 shares
    Change vs previous 13F -500 shares

    <0.01% of the 13F portfolio, value $23,345.

    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 676 shares
    Change vs previous 13F +326 shares

    <0.01% of the 13F portfolio, value $80,796.

    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 350 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $41,720.

    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 350 shares
    Change vs previous 13F -23 shares

    <0.01% of the 13F portfolio, value $43,355.

    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 373 shares
    Change vs previous 13F -152 shares

    <0.01% of the 13F portfolio, value $45,663.

    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 525 shares
    Change vs previous 13F +350 shares

    <0.01% of the 13F portfolio, value $61,672.

    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 175 shares
    Change vs previous 13F -1,462 shares

    <0.01% of the 13F portfolio, value $20,734.

    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 1,637 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $192,167.

    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).