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Disclosery

Geneos Wealth Management Inc.: DFAC position timeline

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

Geneos Wealth Management Inc. held 654,252 DFAC 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 654,252 shares
    Change vs previous 13F +19,658 shares

    0.59% of the 13F portfolio, value $29,022,619.

    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 634,594 shares
    Change vs previous 13F +55,152 shares

    0.57% of the 13F portfolio, value $24,660,327.

    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 579,442 shares
    Change vs previous 13F -14,980 shares

    0.56% of the 13F portfolio, value $22,940,116.

    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 594,422 shares
    Change vs previous 13F +4,471 shares

    0.58% of the 13F portfolio, value $22,926,873.

    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 589,951 shares
    Change vs previous 13F -589,021 shares

    0.52% of the 13F portfolio, value $21,143,856.

    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 1,178,972 shares
    Change vs previous 13F +613,350 shares

    0.58% of the 13F portfolio, value $39,444,529.

    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 565,622 shares
    Change vs previous 13F +7,923 shares

    0.69% of the 13F portfolio, value $19,564,871.

    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 557,699 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $19,123,499.

    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).