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Disclosery

Geneos Wealth Management Inc.: COO position timeline

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

Geneos Wealth Management Inc. held 3,052 COO 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 3,052 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $218,859.

    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 3,064 shares
    Change vs previous 13F -244 shares

    0.01% of the 13F portfolio, value $219,076.

    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 3,308 shares
    Change vs previous 13F +3,243 shares

    0.01% of the 13F portfolio, value $271,124.

    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 65 shares
    Change vs previous 13F -109 shares

    <0.01% of the 13F portfolio, value $4,456.

    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 174 shares
    Change vs previous 13F -392 shares

    <0.01% of the 13F portfolio, value $12,382.

    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 566 shares
    Change vs previous 13F +431 shares

    <0.01% of the 13F portfolio, value $47,742.

    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 135 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,411.

    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).