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Disclosery

Geneos Wealth Management Inc.: DFEM position timeline

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

Geneos Wealth Management Inc. held 173,741 DFEM 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 173,741 shares
    Change vs previous 13F +1,196 shares

    0.14% of the 13F portfolio, value $7,060,816.

    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 172,545 shares
    Change vs previous 13F +12,984 shares

    0.14% of the 13F portfolio, value $5,961,415.

    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 159,561 shares
    Change vs previous 13F -5,116 shares

    0.13% of the 13F portfolio, value $5,278,263.

    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 164,677 shares
    Change vs previous 13F +5,915 shares

    0.13% of the 13F portfolio, value $5,281,177.

    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 158,762 shares
    Change vs previous 13F -150,258 shares

    0.12% of the 13F portfolio, value $4,712,043.

    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 309,020 shares
    Change vs previous 13F +161,953 shares

    0.12% of the 13F portfolio, value $8,176,670.

    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 147,067 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,851,685.

    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).