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Disclosery

Geneos Wealth Management Inc.: FBY position timeline

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

Geneos Wealth Management Inc. held 365 FBY 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 365 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $3,277.

    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 329 shares
    Change vs previous 13F +28 shares

    <0.01% of the 13F portfolio, value $3,324.

    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 301 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $3,794.

    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 267 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $4,204.

    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 243 shares
    Change vs previous 13F -412 shares

    <0.01% of the 13F portfolio, value $4,130.

    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 655 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,596.

    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).