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Disclosery

Geneos Wealth Management Inc.: DASH position timeline

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

Geneos Wealth Management Inc. held 3,882 DASH 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 3,882 shares
    Change vs previous 13F +67 shares

    0.01% of the 13F portfolio, value $716,345.

    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 3,815 shares
    Change vs previous 13F +118 shares

    0.01% of the 13F portfolio, value $572,822.

    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 3,697 shares
    Change vs previous 13F +323 shares

    0.02% of the 13F portfolio, value $837,297.

    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 3,374 shares
    Change vs previous 13F -786 shares

    0.02% of the 13F portfolio, value $917,694.

    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 4,160 shares
    Change vs previous 13F -4,342 shares

    0.03% of the 13F portfolio, value $1,025,482.

    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 8,502 shares
    Change vs previous 13F +4,960 shares

    0.02% of the 13F portfolio, value $1,553,910.

    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 3,542 shares
    Change vs previous 13F -46 shares

    0.02% of the 13F portfolio, value $594,171.

    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 3,588 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $512,115.

    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).