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Disclosery

Geneos Wealth Management Inc.: CRS position timeline

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

Geneos Wealth Management Inc. held 702 CRS 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 702 shares
    Change vs previous 13F +54 shares

    0.01% of the 13F portfolio, value $433,022.

    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 648 shares
    Change vs previous 13F +164 shares

    0.01% of the 13F portfolio, value $255,409.

    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 484 shares
    Change vs previous 13F +94 shares

    <0.01% of the 13F portfolio, value $152,383.

    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 390 shares
    Change vs previous 13F +288 shares

    <0.01% of the 13F portfolio, value $95,761.

    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 102 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $28,191.

    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).