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Disclosery

Geneos Wealth Management Inc.: COP position timeline

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

Geneos Wealth Management Inc. held 30,632 COP 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 30,632 shares
    Change vs previous 13F +147 shares

    0.06% of the 13F portfolio, value $3,184,456.

    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 30,485 shares
    Change vs previous 13F -2,065 shares

    0.09% of the 13F portfolio, value $4,024,043.

    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 32,550 shares
    Change vs previous 13F +2,276 shares

    0.07% of the 13F portfolio, value $3,046,982.

    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 30,274 shares
    Change vs previous 13F -3,345 shares

    0.07% of the 13F portfolio, value $2,863,600.

    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 33,619 shares
    Change vs previous 13F +6,826 shares

    0.07% of the 13F portfolio, value $3,016,950.

    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 26,793 shares
    Change vs previous 13F +15,717 shares

    0.05% of the 13F portfolio, value $3,169,034.

    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 11,076 shares
    Change vs previous 13F +2,155 shares

    0.04% of the 13F portfolio, value $1,098,397.

    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 8,921 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $939,158.

    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).