Skip to content
Disclosery

Geneos Wealth Management Inc.: DGRW position timeline

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

Geneos Wealth Management Inc. held 23,631 DGRW 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 23,631 shares
    Change vs previous 13F +94 shares

    0.05% of the 13F portfolio, value $2,259,596.

    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 23,537 shares
    Change vs previous 13F +6 shares

    0.05% of the 13F portfolio, value $2,067,490.

    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 23,531 shares
    Change vs previous 13F -180 shares

    0.05% of the 13F portfolio, value $2,104,377.

    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 23,711 shares
    Change vs previous 13F +89 shares

    0.05% of the 13F portfolio, value $2,109,331.

    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 23,622 shares
    Change vs previous 13F -24,664 shares

    0.05% of the 13F portfolio, value $1,978,106.

    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 48,286 shares
    Change vs previous 13F +24,965 shares

    0.06% of the 13F portfolio, value $3,856,120.

    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 23,321 shares
    Change vs previous 13F +650 shares

    0.07% of the 13F portfolio, value $1,887,369.

    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 22,671 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,886,454.

    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).