Geneos Wealth Management Inc.: CMG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on CMG, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 6,435 CMG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 6,435 sharesChange vs previous 13F -13,150 shares
<0.01% of the 13F portfolio, value $218,790.
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 19,585 sharesChange vs previous 13F +6,107 shares
0.01% of the 13F portfolio, value $626,916.
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 13,478 sharesChange vs previous 13F +1,952 shares
0.01% of the 13F portfolio, value $498,686.
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 11,526 sharesChange vs previous 13F -1,033 shares
0.01% of the 13F portfolio, value $451,704.
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 12,559 sharesChange vs previous 13F -1,063 shares
0.02% of the 13F portfolio, value $705,188.
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 13,622 sharesChange vs previous 13F +5,361 shares
0.01% of the 13F portfolio, value $683,960.
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 8,261 sharesChange vs previous 13F -265 shares
0.02% of the 13F portfolio, value $498,138.
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 8,526 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $491,268.
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).