Geneos Wealth Management Inc.: CMCSA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on CMCSA, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 59,695 CMCSA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 59,695 sharesChange vs previous 13F +533 shares
0.03% of the 13F portfolio, value $1,465,509.
13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 59,162 sharesChange vs previous 13F +17,117 shares
0.04% of the 13F portfolio, value $1,698,553.
13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 42,045 sharesChange vs previous 13F +7,641 shares
0.03% of the 13F portfolio, value $1,256,713.
13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 34,404 sharesChange vs previous 13F -8,913 shares
0.03% of the 13F portfolio, value $1,080,984.
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 43,317 sharesChange vs previous 13F -202,109 shares
0.04% of the 13F portfolio, value $1,545,992.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 245,426 sharesChange vs previous 13F +115,849 shares
0.14% of the 13F portfolio, value $9,485,300.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 129,577 sharesChange vs previous 13F +6,241 shares
0.17% of the 13F portfolio, value $4,863,031.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 123,336 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $5,151,738.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).