Skip to content
Disclosery

Geneos Wealth Management Inc.: DGRO position timeline

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

Geneos Wealth Management Inc. held 101,540 DGRO 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 101,540 shares
    Change vs previous 13F +7,090 shares

    0.16% of the 13F portfolio, value $7,695,744.

    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 94,450 shares
    Change vs previous 13F +919 shares

    0.15% of the 13F portfolio, value $6,628,493.

    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 93,531 shares
    Change vs previous 13F +1,952 shares

    0.16% of the 13F portfolio, value $6,492,923.

    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 91,579 shares
    Change vs previous 13F +818 shares

    0.16% of the 13F portfolio, value $6,234,673.

    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 90,761 shares
    Change vs previous 13F -45,159 shares

    0.14% of the 13F portfolio, value $5,803,275.

    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 135,920 shares
    Change vs previous 13F +97,351 shares

    0.12% of the 13F portfolio, value $8,397,095.

    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 38,569 shares
    Change vs previous 13F +824 shares

    0.08% of the 13F portfolio, value $2,365,802.

    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 37,745 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,366,259.

    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).