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Disclosery

Geneos Wealth Management Inc.: FCX position timeline

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

Geneos Wealth Management Inc. held 15,959 FCX 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 15,959 shares
    Change vs previous 13F +281 shares

    0.02% of the 13F portfolio, value $1,003,680.

    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 15,678 shares
    Change vs previous 13F +261 shares

    0.02% of the 13F portfolio, value $921,580.

    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 15,417 shares
    Change vs previous 13F +8,300 shares

    0.02% of the 13F portfolio, value $783,013.

    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 7,117 shares
    Change vs previous 13F -4,816 shares

    0.01% of the 13F portfolio, value $279,110.

    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 11,933 shares
    Change vs previous 13F -7,180 shares

    0.01% of the 13F portfolio, value $517,309.

    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 19,113 shares
    Change vs previous 13F +11,812 shares

    0.01% of the 13F portfolio, value $948,211.

    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 7,301 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $278,008.

    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).