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Disclosery

Geneos Wealth Management Inc.: DOL position timeline

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

Geneos Wealth Management Inc. held 8,892 DOL 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 8,892 shares
    Change vs previous 13F +1,223 shares

    0.01% of the 13F portfolio, value $661,215.

    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 7,669 shares
    Change vs previous 13F -170 shares

    0.01% of the 13F portfolio, value $521,444.

    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 7,839 shares
    Change vs previous 13F +302 shares

    0.01% of the 13F portfolio, value $516,216.

    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 7,537 shares
    Change vs previous 13F +262 shares

    0.01% of the 13F portfolio, value $469,203.

    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 7,275 shares
    Change vs previous 13F +3,274 shares

    0.01% of the 13F portfolio, value $433,397.

    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 4,001 shares
    Change vs previous 13F +293 shares

    <0.01% of the 13F portfolio, value $220,319.

    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 3,708 shares
    Change vs previous 13F -1,060 shares

    0.01% of the 13F portfolio, value $183,334.

    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 4,768 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $257,336.

    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).