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Disclosery

Geneos Wealth Management Inc.: DWAS position timeline

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

Geneos Wealth Management Inc. held 8,295 DWAS 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 8,295 shares
    Change vs previous 13F +246 shares

    0.02% of the 13F portfolio, value $1,056,047.

    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 8,049 shares
    Change vs previous 13F -372 shares

    0.02% of the 13F portfolio, value $792,588.

    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 8,421 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $814,894.

    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 8,421 shares
    Change vs previous 13F +33 shares

    0.02% of the 13F portfolio, value $776,084.

    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 8,388 shares
    Change vs previous 13F -9,640 shares

    0.02% of the 13F portfolio, value $711,806.

    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 18,028 shares
    Change vs previous 13F +10,160 shares

    0.02% of the 13F portfolio, value $1,405,824.

    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 7,868 shares
    Change vs previous 13F +465 shares

    0.03% of the 13F portfolio, value $718,270.

    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 7,403 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $687,517.

    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).