Skip to content
Disclosery

Geneos Wealth Management Inc.: D position timeline

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

Geneos Wealth Management Inc. held 14,586 D 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 14,586 shares
    Change vs previous 13F +325 shares

    0.02% of the 13F portfolio, value $996,080.

    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 14,261 shares
    Change vs previous 13F +1,050 shares

    0.02% of the 13F portfolio, value $881,611.

    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 13,211 shares
    Change vs previous 13F -192 shares

    0.02% of the 13F portfolio, value $774,021.

    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 13,403 shares
    Change vs previous 13F -3,414 shares

    0.02% of the 13F portfolio, value $819,886.

    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 16,817 shares
    Change vs previous 13F -10,025 shares

    0.02% of the 13F portfolio, value $950,497.

    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 26,842 shares
    Change vs previous 13F +16,304 shares

    0.03% of the 13F portfolio, value $1,779,493.

    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 10,538 shares
    Change vs previous 13F -1,597 shares

    0.02% of the 13F portfolio, value $567,590.

    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 12,135 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $701,296.

    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).