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Geneos Wealth Management Inc.: CSCO position timeline

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

Geneos Wealth Management Inc. held 38,287 CSCO 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 38,287 shares
    Change vs previous 13F -4,773 shares

    0.09% of the 13F portfolio, value $4,497,139.

    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 43,060 shares
    Change vs previous 13F -981 shares

    0.08% of the 13F portfolio, value $3,341,054.

    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 44,041 shares
    Change vs previous 13F -797 shares

    0.08% of the 13F portfolio, value $3,392,480.

    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 44,838 shares
    Change vs previous 13F -7,823 shares

    0.08% of the 13F portfolio, value $3,067,826.

    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 52,661 shares
    Change vs previous 13F -39,830 shares

    0.09% of the 13F portfolio, value $3,653,626.

    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 92,491 shares
    Change vs previous 13F +61,958 shares

    0.08% of the 13F portfolio, value $5,707,643.

    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 30,533 shares
    Change vs previous 13F +96 shares

    0.06% of the 13F portfolio, value $1,807,538.

    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 30,437 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,619,860.

    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).