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Disclosery

Geneos Wealth Management Inc.: CRWD position timeline

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

Geneos Wealth Management Inc. held 27,645 CRWD 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 27,645 shares
    Change vs previous 13F -1,033 shares

    0.43% of the 13F portfolio, value $21,097,005.

    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 28,678 shares
    Change vs previous 13F +1,435 shares

    0.26% of the 13F portfolio, value $11,196,178.

    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 27,243 shares
    Change vs previous 13F +531 shares

    0.31% of the 13F portfolio, value $12,770,429.

    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 26,712 shares
    Change vs previous 13F +922 shares

    0.33% of the 13F portfolio, value $13,099,031.

    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 25,790 shares
    Change vs previous 13F -25,040 shares

    0.32% of the 13F portfolio, value $13,135,105.

    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 50,830 shares
    Change vs previous 13F +32,769 shares

    0.26% of the 13F portfolio, value $17,921,641.

    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 18,061 shares
    Change vs previous 13F +3,239 shares

    0.22% of the 13F portfolio, value $6,179,752.

    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 14,822 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,157,126.

    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).