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Disclosery

Geneos Wealth Management Inc.: EPD position timeline

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

Geneos Wealth Management Inc. held 59,120 EPD 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 59,120 shares
    Change vs previous 13F +3,780 shares

    0.04% of the 13F portfolio, value $2,173,263.

    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 55,340 shares
    Change vs previous 13F +495 shares

    0.05% of the 13F portfolio, value $2,094,069.

    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 54,845 shares
    Change vs previous 13F +2,727 shares

    0.04% of the 13F portfolio, value $1,758,330.

    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 52,118 shares
    Change vs previous 13F +3,770 shares

    0.04% of the 13F portfolio, value $1,629,718.

    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 48,348 shares
    Change vs previous 13F -18,166 shares

    0.04% of the 13F portfolio, value $1,499,272.

    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 66,514 shares
    Change vs previous 13F +40,849 shares

    0.03% of the 13F portfolio, value $2,270,792.

    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 25,665 shares
    Change vs previous 13F +512 shares

    0.03% of the 13F portfolio, value $804,857.

    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 25,153 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $732,199.

    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).