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Disclosery

Geneos Wealth Management Inc.: FCT position timeline

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

Geneos Wealth Management Inc. held 34,596 FCT 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 34,596 shares
    Change vs previous 13F +300 shares

    0.01% of the 13F portfolio, value $334,197.

    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 34,296 shares
    Change vs previous 13F -230 shares

    0.01% of the 13F portfolio, value $330,613.

    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 34,526 shares
    Change vs previous 13F -190 shares

    0.01% of the 13F portfolio, value $347,677.

    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 34,716 shares
    Change vs previous 13F -6,175 shares

    0.01% of the 13F portfolio, value $347,160.

    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 40,891 shares
    Change vs previous 13F -39,587 shares

    0.01% of the 13F portfolio, value $415,453.

    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 80,478 shares
    Change vs previous 13F +45,001 shares

    0.01% of the 13F portfolio, value $816,047.

    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 35,477 shares
    Change vs previous 13F +24,917 shares

    0.01% of the 13F portfolio, value $367,187.

    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 10,560 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $109,402.

    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).