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Disclosery

Geneos Wealth Management Inc.: CSX position timeline

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

Geneos Wealth Management Inc. held 157,786 CSX 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 157,786 shares
    Change vs previous 13F -1,923 shares

    0.15% of the 13F portfolio, value $7,499,591.

    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 159,709 shares
    Change vs previous 13F +1,003 shares

    0.15% of the 13F portfolio, value $6,556,053.

    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 158,706 shares
    Change vs previous 13F -1,069 shares

    0.14% of the 13F portfolio, value $5,753,100.

    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 159,775 shares
    Change vs previous 13F -8,209 shares

    0.14% of the 13F portfolio, value $5,673,624.

    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 167,984 shares
    Change vs previous 13F -73,483 shares

    0.13% of the 13F portfolio, value $5,481,318.

    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 241,467 shares
    Change vs previous 13F +169,559 shares

    0.1% of the 13F portfolio, value $7,106,374.

    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 71,908 shares
    Change vs previous 13F -144 shares

    0.08% of the 13F portfolio, value $2,320,471.

    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 72,052 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,487,956.

    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).