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Disclosery

Geneos Wealth Management Inc.: DCOR position timeline

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

Geneos Wealth Management Inc. held 341,244 DCOR 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 341,244 shares
    Change vs previous 13F +10,943 shares

    0.57% of the 13F portfolio, value $27,975,176.

    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 330,301 shares
    Change vs previous 13F +30,771 shares

    0.55% of the 13F portfolio, value $23,808,090.

    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 299,530 shares
    Change vs previous 13F -8,812 shares

    0.54% of the 13F portfolio, value $22,054,387.

    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 308,342 shares
    Change vs previous 13F +9,814 shares

    0.56% of the 13F portfolio, value $22,182,117.

    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 298,528 shares
    Change vs previous 13F -275,876 shares

    0.49% of the 13F portfolio, value $19,956,591.

    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 574,404 shares
    Change vs previous 13F +297,302 shares

    0.52% of the 13F portfolio, value $35,228,198.

    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 277,102 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $17,778,864.

    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).