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Disclosery

Geneos Wealth Management Inc.: DLN position timeline

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

Geneos Wealth Management Inc. held 57,760 DLN 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 57,760 shares
    Change vs previous 13F -960 shares

    0.11% of the 13F portfolio, value $5,563,467.

    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 58,720 shares
    Change vs previous 13F +1,036 shares

    0.12% of the 13F portfolio, value $5,245,449.

    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 57,684 shares
    Change vs previous 13F +495 shares

    0.12% of the 13F portfolio, value $5,080,796.

    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 57,189 shares
    Change vs previous 13F +240 shares

    0.13% of the 13F portfolio, value $4,977,177.

    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 56,949 shares
    Change vs previous 13F -24,572 shares

    0.11% of the 13F portfolio, value $4,677,801.

    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 81,521 shares
    Change vs previous 13F +57,215 shares

    0.09% of the 13F portfolio, value $6,470,362.

    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 24,306 shares
    Change vs previous 13F +4,313 shares

    0.07% of the 13F portfolio, value $1,890,746.

    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 19,993 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,570,673.

    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).