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Disclosery

Geneos Wealth Management Inc.: DRI position timeline

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

Geneos Wealth Management Inc. held 37,736 DRI 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 37,736 shares
    Change vs previous 13F -3,263 shares

    0.16% of the 13F portfolio, value $7,773,952.

    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 40,999 shares
    Change vs previous 13F -4,945 shares

    0.19% of the 13F portfolio, value $8,037,407.

    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 45,944 shares
    Change vs previous 13F +127 shares

    0.21% of the 13F portfolio, value $8,454,536.

    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 45,817 shares
    Change vs previous 13F +953 shares

    0.22% of the 13F portfolio, value $8,721,642.

    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 44,864 shares
    Change vs previous 13F -28,844 shares

    0.24% of the 13F portfolio, value $9,778,910.

    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 73,708 shares
    Change vs previous 13F +49,730 shares

    0.22% of the 13F portfolio, value $15,313,649.

    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 23,978 shares
    Change vs previous 13F +698 shares

    0.16% of the 13F portfolio, value $4,476,484.

    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 23,280 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,820,946.

    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).