Skip to content
Disclosery

Geneos Wealth Management Inc.: CWB position timeline

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

Geneos Wealth Management Inc. held 35,303 CWB 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 35,303 shares
    Change vs previous 13F -5,426 shares

    0.08% of the 13F portfolio, value $3,806,366.

    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 40,729 shares
    Change vs previous 13F -13,120 shares

    0.09% of the 13F portfolio, value $3,727,498.

    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 53,849 shares
    Change vs previous 13F +9,439 shares

    0.12% of the 13F portfolio, value $4,803,287.

    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 44,410 shares
    Change vs previous 13F -4,049 shares

    0.1% of the 13F portfolio, value $4,019,105.

    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 48,459 shares
    Change vs previous 13F -57,031 shares

    0.1% of the 13F portfolio, value $4,005,646.

    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 105,490 shares
    Change vs previous 13F +56,849 shares

    0.12% of the 13F portfolio, value $8,082,668.

    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 48,641 shares
    Change vs previous 13F +596 shares

    0.13% of the 13F portfolio, value $3,788,656.

    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 48,045 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,679,753.

    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).