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Disclosery

Geneos Wealth Management Inc.: DON position timeline

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

Geneos Wealth Management Inc. held 17,205 DON 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 17,205 shares
    Change vs previous 13F +6,812 shares

    0.02% of the 13F portfolio, value $972,446.

    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 10,393 shares
    Change vs previous 13F +1,669 shares

    0.01% of the 13F portfolio, value $546,042.

    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 8,724 shares
    Change vs previous 13F -100 shares

    0.01% of the 13F portfolio, value $450,144.

    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 8,824 shares
    Change vs previous 13F -827 shares

    0.01% of the 13F portfolio, value $461,475.

    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 9,651 shares
    Change vs previous 13F -8,901 shares

    0.01% of the 13F portfolio, value $483,690.

    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 18,552 shares
    Change vs previous 13F +10,925 shares

    0.01% of the 13F portfolio, value $918,732.

    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 7,627 shares
    Change vs previous 13F -46 shares

    0.01% of the 13F portfolio, value $388,760.

    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 7,673 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $392,295.

    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).