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Disclosery

Geneos Wealth Management Inc.: DHR position timeline

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

Geneos Wealth Management Inc. held 24,504 DHR 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 24,504 shares
    Change vs previous 13F -2,002 shares

    0.1% of the 13F portfolio, value $4,667,471.

    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 26,506 shares
    Change vs previous 13F -1,760 shares

    0.12% of the 13F portfolio, value $5,025,618.

    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 28,266 shares
    Change vs previous 13F -224 shares

    0.16% of the 13F portfolio, value $6,470,593.

    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 28,490 shares
    Change vs previous 13F -38 shares

    0.14% of the 13F portfolio, value $5,648,475.

    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 28,528 shares
    Change vs previous 13F -19,957 shares

    0.14% of the 13F portfolio, value $5,635,499.

    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 48,485 shares
    Change vs previous 13F +31,772 shares

    0.15% of the 13F portfolio, value $9,939,480.

    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 16,713 shares
    Change vs previous 13F +399 shares

    0.13% of the 13F portfolio, value $3,836,502.

    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 16,314 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,535,614.

    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).