Geneos Wealth Management Inc.: ESUM position timeline

Geneos Wealth Management Inc. held 160,507 ESUM 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 160,507 shares

   Change vs previous 13F +42,328 shares

   0.1% of the 13F portfolio, value $4,917,925.

   13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 118,179 shares

   Change vs previous 13F -4,753 shares

   0.07% of the 13F portfolio, value $3,093,936.

   13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 122,932 shares

   Change vs previous 13F +23,349 shares

   0.08% of the 13F portfolio, value $3,310,568.

   13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 99,583 shares

   Change vs previous 13F +3,261 shares

   0.07% of the 13F portfolio, value $2,706,655.

   13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 96,322 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $2,503,414.

   13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
   Filed 2025-08-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).