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Disclosery

Geneos Wealth Management Inc.: DFIC position timeline

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

Geneos Wealth Management Inc. held 393,939 DFIC 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 393,939 shares
    Change vs previous 13F +12,145 shares

    0.3% of the 13F portfolio, value $14,678,166.

    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 381,794 shares
    Change vs previous 13F +20,333 shares

    0.31% of the 13F portfolio, value $13,565,140.

    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 361,461 shares
    Change vs previous 13F -14,284 shares

    0.3% of the 13F portfolio, value $12,455,945.

    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 375,745 shares
    Change vs previous 13F +10,061 shares

    0.31% of the 13F portfolio, value $12,320,678.

    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 365,684 shares
    Change vs previous 13F -348,354 shares

    0.28% of the 13F portfolio, value $11,369,115.

    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 714,038 shares
    Change vs previous 13F +372,609 shares

    0.29% of the 13F portfolio, value $19,828,835.

    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 341,429 shares
    Change vs previous 13F +25,324 shares

    0.31% of the 13F portfolio, value $8,825,936.

    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 316,105 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $8,895,195.

    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).