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Disclosery

Geneos Wealth Management Inc.: DFSD position timeline

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

Geneos Wealth Management Inc. held 23,588 DFSD 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 23,588 shares
    Change vs previous 13F +5,009 shares

    0.02% of the 13F portfolio, value $1,126,327.

    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 18,579 shares
    Change vs previous 13F +752 shares

    0.02% of the 13F portfolio, value $889,563.

    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 17,827 shares
    Change vs previous 13F +953 shares

    0.02% of the 13F portfolio, value $854,805.

    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 16,874 shares
    Change vs previous 13F -1,202 shares

    0.02% of the 13F portfolio, value $813,158.

    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 18,076 shares
    Change vs previous 13F -6,443 shares

    0.02% of the 13F portfolio, value $867,829.

    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 24,519 shares
    Change vs previous 13F +16,530 shares

    0.02% of the 13F portfolio, value $1,237,896.

    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 7,989 shares
    Change vs previous 13F +618 shares

    0.01% of the 13F portfolio, value $374,524.

    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 7,371 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $351,892.

    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).