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Disclosery

Geneos Wealth Management Inc.: ETHA position timeline

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

Geneos Wealth Management Inc. held 2,463 ETHA 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 2,463 shares
    Change vs previous 13F -1,856 shares

    <0.01% of the 13F portfolio, value $29,285.

    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 4,319 shares
    Change vs previous 13F -3,971 shares

    <0.01% of the 13F portfolio, value $68,370.

    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 8,290 shares
    Change vs previous 13F +2,255 shares

    <0.01% of the 13F portfolio, value $185,945.

    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 6,035 shares
    Change vs previous 13F -5,173 shares

    <0.01% of the 13F portfolio, value $190,163.

    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 11,208 shares
    Change vs previous 13F +4,744 shares

    0.01% of the 13F portfolio, value $213,737.

    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 6,464 shares
    Change vs previous 13F -1,796 shares

    <0.01% of the 13F portfolio, value $151,909.

    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 8,260 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $208,895.

    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).