Skip to content
Disclosery

Geneos Wealth Management Inc.: ED position timeline

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

Geneos Wealth Management Inc. held 10,533 ED 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 10,533 shares
    Change vs previous 13F +417 shares

    0.02% of the 13F portfolio, value $1,165,306.

    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 10,116 shares
    Change vs previous 13F -214 shares

    0.03% of the 13F portfolio, value $1,144,875.

    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 10,330 shares
    Change vs previous 13F +85 shares

    0.03% of the 13F portfolio, value $1,025,950.

    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 10,245 shares
    Change vs previous 13F -1,015 shares

    0.03% of the 13F portfolio, value $1,029,813.

    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 11,260 shares
    Change vs previous 13F -5,856 shares

    0.03% of the 13F portfolio, value $1,129,941.

    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 17,116 shares
    Change vs previous 13F +9,947 shares

    0.03% of the 13F portfolio, value $1,892,859.

    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 7,169 shares
    Change vs previous 13F +141 shares

    0.02% of the 13F portfolio, value $639,690.

    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 7,028 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $731,826.

    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).