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Disclosery

Geneos Wealth Management Inc.: EMR position timeline

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

Geneos Wealth Management Inc. held 46,386 EMR 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 46,386 shares
    Change vs previous 13F +512 shares

    0.14% of the 13F portfolio, value $6,640,177.

    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 45,874 shares
    Change vs previous 13F +1,874 shares

    0.14% of the 13F portfolio, value $6,010,426.

    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 44,000 shares
    Change vs previous 13F -886 shares

    0.14% of the 13F portfolio, value $5,839,736.

    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 44,886 shares
    Change vs previous 13F -87 shares

    0.15% of the 13F portfolio, value $5,888,112.

    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 44,973 shares
    Change vs previous 13F -37,424 shares

    0.15% of the 13F portfolio, value $5,996,285.

    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 82,397 shares
    Change vs previous 13F +36,505 shares

    0.13% of the 13F portfolio, value $9,188,248.

    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 45,892 shares
    Change vs previous 13F +869 shares

    0.2% of the 13F portfolio, value $5,687,345.

    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 45,023 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,924,125.

    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).