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Disclosery

Geneos Wealth Management Inc.: CMI position timeline

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

Geneos Wealth Management Inc. held 7,915 CMI 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 7,915 shares
    Change vs previous 13F +5 shares

    0.12% of the 13F portfolio, value $5,644,848.

    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 7,910 shares
    Change vs previous 13F -25 shares

    0.1% of the 13F portfolio, value $4,255,922.

    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 7,935 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $4,050,559.

    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 7,934 shares
    Change vs previous 13F -182 shares

    0.09% of the 13F portfolio, value $3,351,249.

    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 8,116 shares
    Change vs previous 13F -12,636 shares

    0.06% of the 13F portfolio, value $2,657,910.

    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 20,752 shares
    Change vs previous 13F +13,761 shares

    0.1% of the 13F portfolio, value $6,504,555.

    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 6,991 shares
    Change vs previous 13F +205 shares

    0.09% of the 13F portfolio, value $2,436,898.

    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 6,786 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,197,182.

    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).