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Disclosery

Geneos Wealth Management Inc.: DUK position timeline

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

Geneos Wealth Management Inc. held 53,985 DUK 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 53,985 shares
    Change vs previous 13F +1,101 shares

    0.14% of the 13F portfolio, value $6,833,420.

    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 52,884 shares
    Change vs previous 13F +2,223 shares

    0.16% of the 13F portfolio, value $6,924,683.

    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 50,661 shares
    Change vs previous 13F -788 shares

    0.15% of the 13F portfolio, value $5,937,965.

    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 51,449 shares
    Change vs previous 13F -2,360 shares

    0.16% of the 13F portfolio, value $6,366,791.

    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 53,809 shares
    Change vs previous 13F -52,252 shares

    0.16% of the 13F portfolio, value $6,349,485.

    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 106,061 shares
    Change vs previous 13F +52,974 shares

    0.19% of the 13F portfolio, value $12,936,299.

    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 53,087 shares
    Change vs previous 13F -1,032 shares

    0.2% of the 13F portfolio, value $5,719,610.

    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 54,119 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,239,901.

    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).