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Disclosery

Geneos Wealth Management Inc.: DDWM position timeline

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

Geneos Wealth Management Inc. held 44,979 DDWM 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 44,979 shares
    Change vs previous 13F +588 shares

    0.04% of the 13F portfolio, value $2,077,119.

    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 44,391 shares
    Change vs previous 13F -4,592 shares

    0.05% of the 13F portfolio, value $1,958,066.

    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 48,983 shares
    Change vs previous 13F +369 shares

    0.05% of the 13F portfolio, value $2,132,709.

    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 48,614 shares
    Change vs previous 13F +1,910 shares

    0.05% of the 13F portfolio, value $2,032,085.

    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 46,704 shares
    Change vs previous 13F -36,053 shares

    0.05% of the 13F portfolio, value $1,852,279.

    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 82,757 shares
    Change vs previous 13F +46,322 shares

    0.04% of the 13F portfolio, value $3,044,647.

    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 36,435 shares
    Change vs previous 13F +1,827 shares

    0.04% of the 13F portfolio, value $1,252,638.

    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 34,608 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,241,058.

    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).