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Geneos Wealth Management Inc.: FCTR position timeline

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

Geneos Wealth Management Inc. held 303,333 FCTR 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 303,333 shares
    Change vs previous 13F -4,246 shares

    0.25% of the 13F portfolio, value $12,382,070.

    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 307,579 shares
    Change vs previous 13F -24,746 shares

    0.25% of the 13F portfolio, value $10,971,359.

    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 332,325 shares
    Change vs previous 13F -14,057 shares

    0.29% of the 13F portfolio, value $11,854,042.

    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 346,382 shares
    Change vs previous 13F -70,062 shares

    0.31% of the 13F portfolio, value $12,300,041.

    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 416,444 shares
    Change vs previous 13F -530,234 shares

    0.35% of the 13F portfolio, value $14,154,917.

    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 946,678 shares
    Change vs previous 13F +557,795 shares

    0.43% of the 13F portfolio, value $29,271,261.

    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 388,883 shares
    Change vs previous 13F -4,223 shares

    0.45% of the 13F portfolio, value $12,809,809.

    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 393,106 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $12,225,588.

    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).