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Disclosery

Geneos Wealth Management Inc.: DFNL position timeline

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

Geneos Wealth Management Inc. held 20,865 DFNL 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 20,865 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $1,030,080.

    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 20,866 shares
    Change vs previous 13F +208 shares

    0.02% of the 13F portfolio, value $935,635.

    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 20,658 shares
    Change vs previous 13F +2,841 shares

    0.02% of the 13F portfolio, value $998,405.

    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 17,817 shares
    Change vs previous 13F +950 shares

    0.02% of the 13F portfolio, value $805,663.

    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 16,867 shares
    Change vs previous 13F -16,333 shares

    0.02% of the 13F portfolio, value $724,248.

    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 33,200 shares
    Change vs previous 13F +23,717 shares

    0.02% of the 13F portfolio, value $1,304,087.

    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 9,483 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $361,217.

    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 9,471 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $350,348.

    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).