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Disclosery

Geneos Wealth Management Inc.: DVN position timeline

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

Geneos Wealth Management Inc. held 13,156 DVN 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 13,156 shares
    Change vs previous 13F +1,378 shares

    0.01% of the 13F portfolio, value $543,609.

    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 11,778 shares
    Change vs previous 13F +94 shares

    0.01% of the 13F portfolio, value $592,688.

    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 11,684 shares
    Change vs previous 13F -1,569 shares

    0.01% of the 13F portfolio, value $427,997.

    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 13,253 shares
    Change vs previous 13F -2,467 shares

    0.01% of the 13F portfolio, value $464,633.

    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 15,720 shares
    Change vs previous 13F -12,214 shares

    0.01% of the 13F portfolio, value $500,069.

    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 27,934 shares
    Change vs previous 13F +18,468 shares

    0.02% of the 13F portfolio, value $1,044,729.

    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 9,466 shares
    Change vs previous 13F +1,713 shares

    0.01% of the 13F portfolio, value $309,806.

    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 7,753 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $303,311.

    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).