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Disclosery

Geneos Wealth Management Inc.: FDL position timeline

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

Geneos Wealth Management Inc. held 37,124 FDL 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 37,124 shares
    Change vs previous 13F +2,961 shares

    0.04% of the 13F portfolio, value $1,806,468.

    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 34,163 shares
    Change vs previous 13F +2,115 shares

    0.04% of the 13F portfolio, value $1,735,494.

    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 32,048 shares
    Change vs previous 13F +1,046 shares

    0.03% of the 13F portfolio, value $1,421,012.

    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 31,002 shares
    Change vs previous 13F +1,706 shares

    0.03% of the 13F portfolio, value $1,345,779.

    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 29,296 shares
    Change vs previous 13F -18,575 shares

    0.03% of the 13F portfolio, value $1,226,613.

    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 47,871 shares
    Change vs previous 13F +29,997 shares

    0.03% of the 13F portfolio, value $2,079,554.

    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 17,874 shares
    Change vs previous 13F +211 shares

    0.03% of the 13F portfolio, value $719,591.

    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 17,663 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $740,946.

    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).