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Geneos Wealth Management Inc.: FDLS position timeline

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

Geneos Wealth Management Inc. held 9,717 FDLS 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 9,717 shares
    Change vs previous 13F +117 shares

    0.01% of the 13F portfolio, value $410,738.

    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 9,600 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $354,624.

    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 9,600 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $343,104.

    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 9,600 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $335,232.

    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).