Skip to content

Geneos Wealth Management Inc.: DOV position timeline

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

Geneos Wealth Management Inc. held 34,023 DOV 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 34,023 shares
    Change vs previous 13F -2,881 shares

    0.16% of the 13F portfolio, value $7,630,716.

    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 36,904 shares
    Change vs previous 13F -3,570 shares

    0.18% of the 13F portfolio, value $7,692,551.

    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 40,474 shares
    Change vs previous 13F -424 shares

    0.19% of the 13F portfolio, value $7,902,202.

    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 40,898 shares
    Change vs previous 13F +977 shares

    0.17% of the 13F portfolio, value $6,823,077.

    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 39,921 shares
    Change vs previous 13F -26,249 shares

    0.18% of the 13F portfolio, value $7,314,681.

    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 66,170 shares
    Change vs previous 13F +44,931 shares

    0.17% of the 13F portfolio, value $11,630,060.

    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 21,239 shares
    Change vs previous 13F +637 shares

    0.14% of the 13F portfolio, value $3,984,434.

    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 20,602 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,950,200.

    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).