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Disclosery

Geneos Wealth Management Inc.: CVS position timeline

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

Geneos Wealth Management Inc. held 9,580 CVS 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 9,580 shares
    Change vs previous 13F -1,248 shares

    0.02% of the 13F portfolio, value $991,039.

    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 10,828 shares
    Change vs previous 13F +3,313 shares

    0.02% of the 13F portfolio, value $777,644.

    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 7,515 shares
    Change vs previous 13F +1,593 shares

    0.01% of the 13F portfolio, value $596,390.

    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 5,922 shares
    Change vs previous 13F -2,628 shares

    0.01% of the 13F portfolio, value $446,491.

    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 8,550 shares
    Change vs previous 13F -7,527 shares

    0.01% of the 13F portfolio, value $589,797.

    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 16,077 shares
    Change vs previous 13F +10,320 shares

    0.02% of the 13F portfolio, value $1,089,257.

    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 5,757 shares
    Change vs previous 13F -57,711 shares

    0.01% of the 13F portfolio, value $258,424.

    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 63,468 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,990,886.

    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).