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Geneos Wealth Management Inc.: DG position timeline

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

Geneos Wealth Management Inc. held 47,133 DG 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 47,133 shares
    Change vs previous 13F +2,127 shares

    0.11% of the 13F portfolio, value $5,425,461.

    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 45,006 shares
    Change vs previous 13F +3,343 shares

    0.12% of the 13F portfolio, value $5,343,584.

    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 41,663 shares
    Change vs previous 13F -4,827 shares

    0.14% of the 13F portfolio, value $5,531,649.

    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 46,490 shares
    Change vs previous 13F +282 shares

    0.12% of the 13F portfolio, value $4,804,762.

    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 46,208 shares
    Change vs previous 13F +42,907 shares

    0.13% of the 13F portfolio, value $5,285,271.

    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 3,301 shares
    Change vs previous 13F +2,336 shares

    0.01% of the 13F portfolio, value $377,220.

    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 965 shares
    Change vs previous 13F -51 shares

    <0.01% of the 13F portfolio, value $73,166.

    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 1,016 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $85,884.

    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).