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Disclosery

Geneos Wealth Management Inc.: EFG position timeline

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

Geneos Wealth Management Inc. held 35,955 EFG 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 35,955 shares
    Change vs previous 13F +115 shares

    0.09% of the 13F portfolio, value $4,473,465.

    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 35,840 shares
    Change vs previous 13F -578 shares

    0.09% of the 13F portfolio, value $3,991,462.

    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 36,418 shares
    Change vs previous 13F +3,004 shares

    0.1% of the 13F portfolio, value $4,148,744.

    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 33,414 shares
    Change vs previous 13F +733 shares

    0.1% of the 13F portfolio, value $3,805,232.

    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 32,681 shares
    Change vs previous 13F -32,221 shares

    0.09% of the 13F portfolio, value $3,660,317.

    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 64,902 shares
    Change vs previous 13F +32,475 shares

    0.1% of the 13F portfolio, value $6,490,280.

    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 32,427 shares
    Change vs previous 13F +659 shares

    0.11% of the 13F portfolio, value $3,139,945.

    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 31,768 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,419,868.

    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).