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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

  1. period ended2026-06-30
    13F 59,695 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 59,162 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 42,045 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,404 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 43,317 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 245,426 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 129,577 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 123,336 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).