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Disclosery

Geneos Wealth Management Inc.: COST position timeline

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

Geneos Wealth Management Inc. held 13,808 COST 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 13,808 shares
    Change vs previous 13F +3,967 shares

    0.26% of the 13F portfolio, value $12,916,867.

    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 9,841 shares
    Change vs previous 13F -175 shares

    0.23% of the 13F portfolio, value $9,806,056.

    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 10,016 shares
    Change vs previous 13F +246 shares

    0.21% of the 13F portfolio, value $8,637,283.

    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 9,770 shares
    Change vs previous 13F -2,374 shares

    0.23% of the 13F portfolio, value $9,043,362.

    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 12,144 shares
    Change vs previous 13F -13,056 shares

    0.29% of the 13F portfolio, value $12,021,864.

    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 25,200 shares
    Change vs previous 13F +15,130 shares

    0.35% of the 13F portfolio, value $23,832,930.

    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 10,070 shares
    Change vs previous 13F -479 shares

    0.32% of the 13F portfolio, value $9,226,745.

    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 10,549 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $9,351,964.

    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).