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Disclosery

Geneos Wealth Management Inc.: DWM position timeline

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

Geneos Wealth Management Inc. held 27,968 DWM 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 27,968 shares
    Change vs previous 13F +1,440 shares

    0.04% of the 13F portfolio, value $2,047,537.

    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 26,528 shares
    Change vs previous 13F +184 shares

    0.04% of the 13F portfolio, value $1,854,042.

    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 26,344 shares
    Change vs previous 13F -17 shares

    0.04% of the 13F portfolio, value $1,811,413.

    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 26,361 shares
    Change vs previous 13F -237 shares

    0.04% of the 13F portfolio, value $1,745,625.

    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 26,598 shares
    Change vs previous 13F -28,451 shares

    0.04% of the 13F portfolio, value $1,690,569.

    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 55,049 shares
    Change vs previous 13F +29,109 shares

    0.05% of the 13F portfolio, value $3,201,099.

    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 25,940 shares
    Change vs previous 13F +3,268 shares

    0.05% of the 13F portfolio, value $1,367,038.

    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 22,672 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,305,000.

    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).