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Geneos Wealth Management Inc.: CRM position timeline

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

Geneos Wealth Management Inc. held 23,606 CRM 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 23,606 shares
    Change vs previous 13F +4,648 shares

    0.08% of the 13F portfolio, value $3,698,108.

    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 18,958 shares
    Change vs previous 13F +691 shares

    0.08% of the 13F portfolio, value $3,538,809.

    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 18,267 shares
    Change vs previous 13F +919 shares

    0.12% of the 13F portfolio, value $4,839,221.

    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 17,348 shares
    Change vs previous 13F -3,138 shares

    0.1% of the 13F portfolio, value $4,111,455.

    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 20,486 shares
    Change vs previous 13F -19,059 shares

    0.14% of the 13F portfolio, value $5,586,430.

    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 39,545 shares
    Change vs previous 13F +25,401 shares

    0.16% of the 13F portfolio, value $10,612,338.

    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 14,144 shares
    Change vs previous 13F -90 shares

    0.17% of the 13F portfolio, value $4,728,641.

    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 14,234 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,896,055.

    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).