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
- period ended2026-06-3013F 34,023 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 36,904 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 40,474 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 40,898 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 39,921 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 66,170 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,239 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 20,602 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).