Geneos Wealth Management Inc.: COR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on COR, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 4,569 COR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 4,569 sharesChange vs previous 13F -157 shares
0.03% of the 13F portfolio, value $1,292,962.
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 4,726 sharesChange vs previous 13F -419 shares
0.03% of the 13F portfolio, value $1,484,696.
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 5,145 sharesChange vs previous 13F -697 shares
0.04% of the 13F portfolio, value $1,737,797.
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 5,842 sharesChange vs previous 13F -777 shares
0.05% of the 13F portfolio, value $1,825,866.
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 6,619 sharesChange vs previous 13F -6,494 shares
0.05% of the 13F portfolio, value $1,984,767.
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 13,113 sharesChange vs previous 13F +7,379 shares
0.06% of the 13F portfolio, value $3,908,660.
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 5,734 sharesChange vs previous 13F -124 shares
0.05% of the 13F portfolio, value $1,288,355.
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 5,858 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $1,318,480.
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).