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Disclosery

Geneos Wealth Management Inc.: CTAS position timeline

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

Geneos Wealth Management Inc. held 776 CTAS 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 776 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $131,982.

    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 776 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $131,253.

    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 796 shares
    Change vs previous 13F -15 shares

    <0.01% of the 13F portfolio, value $149,704.

    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 811 shares
    Change vs previous 13F -5,977 shares

    <0.01% of the 13F portfolio, value $166,470.

    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 6,788 shares
    Change vs previous 13F -446 shares

    0.04% of the 13F portfolio, value $1,512,842.

    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 7,234 shares
    Change vs previous 13F +1,354 shares

    0.05% of the 13F portfolio, value $3,674,671.

    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 5,880 shares
    Change vs previous 13F +111 shares

    0.04% of the 13F portfolio, value $1,074,276.

    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 5,769 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,187,722.

    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).