Skip to content
Disclosery

Geneos Wealth Management Inc.: DMLP position timeline

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

Geneos Wealth Management Inc. held 107,061 DMLP 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 107,061 shares
    Change vs previous 13F -2,230 shares

    0.06% of the 13F portfolio, value $2,703,299.

    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 109,291 shares
    Change vs previous 13F +11,263 shares

    0.07% of the 13F portfolio, value $2,961,794.

    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 98,028 shares
    Change vs previous 13F +58,430 shares

    0.05% of the 13F portfolio, value $2,191,906.

    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 39,598 shares
    Change vs previous 13F +36,923 shares

    0.03% of the 13F portfolio, value $1,025,180.

    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 2,675 shares
    Change vs previous 13F +1,500 shares

    <0.01% of the 13F portfolio, value $74,526.

    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 1,175 shares
    Change vs previous 13F +440 shares

    <0.01% of the 13F portfolio, value $35,344.

    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 735 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $24,498.

    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 735 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $22,160.

    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).