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Geneos Wealth Management Inc.: FAD position timeline

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

Geneos Wealth Management Inc. held 23,767 FAD 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 23,767 shares
    Change vs previous 13F +379 shares

    0.1% of the 13F portfolio, value $4,752,762.

    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 23,388 shares
    Change vs previous 13F +1,446 shares

    0.09% of the 13F portfolio, value $3,716,867.

    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 21,942 shares
    Change vs previous 13F +360 shares

    0.09% of the 13F portfolio, value $3,551,355.

    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 21,582 shares
    Change vs previous 13F +1,020 shares

    0.09% of the 13F portfolio, value $3,465,030.

    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 20,562 shares
    Change vs previous 13F -14,807 shares

    0.07% of the 13F portfolio, value $3,018,934.

    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 35,369 shares
    Change vs previous 13F +21,667 shares

    0.07% of the 13F portfolio, value $4,575,695.

    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 13,702 shares
    Change vs previous 13F +988 shares

    0.07% of the 13F portfolio, value $1,893,758.

    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 12,714 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,698,646.

    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).