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Geneos Wealth Management Inc.: COWZ position timeline

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

Geneos Wealth Management Inc. held 249,075 COWZ 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 249,075 shares
    Change vs previous 13F -288 shares

    0.32% of the 13F portfolio, value $15,492,456.

    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 249,363 shares
    Change vs previous 13F -22,215 shares

    0.36% of the 13F portfolio, value $15,600,160.

    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 271,578 shares
    Change vs previous 13F -48,686 shares

    0.4% of the 13F portfolio, value $16,340,842.

    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 320,264 shares
    Change vs previous 13F -34,192 shares

    0.47% of the 13F portfolio, value $18,405,574.

    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 354,456 shares
    Change vs previous 13F -168,041 shares

    0.48% of the 13F portfolio, value $19,530,538.

    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 522,497 shares
    Change vs previous 13F +337,041 shares

    0.42% of the 13F portfolio, value $28,611,936.

    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 185,456 shares
    Change vs previous 13F +9,186 shares

    0.37% of the 13F portfolio, value $10,474,536.

    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 176,270 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $10,193,704.

    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).