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Disclosery

Geneos Wealth Management Inc.: DLTR position timeline

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

Geneos Wealth Management Inc. held 1,368 DLTR 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 1,368 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $165,460.

    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 1,352 shares
    Change vs previous 13F -225 shares

    <0.01% of the 13F portfolio, value $148,058.

    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 1,577 shares
    Change vs previous 13F +1,185 shares

    <0.01% of the 13F portfolio, value $193,987.

    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 392 shares
    Change vs previous 13F -219 shares

    <0.01% of the 13F portfolio, value $36,993.

    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 611 shares
    Change vs previous 13F -677 shares

    <0.01% of the 13F portfolio, value $60,513.

    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 1,288 shares
    Change vs previous 13F +661 shares

    <0.01% of the 13F portfolio, value $99,242.

    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 627 shares
    Change vs previous 13F -95 shares

    <0.01% of the 13F portfolio, value $46,987.

    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 722 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $50,771.

    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).