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Disclosery

Geneos Wealth Management Inc.: FE position timeline

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

Geneos Wealth Management Inc. held 3,234 FE 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 3,234 shares
    Change vs previous 13F -100 shares

    <0.01% of the 13F portfolio, value $153,744.

    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 3,334 shares
    Change vs previous 13F -49 shares

    <0.01% of the 13F portfolio, value $168,900.

    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 3,383 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $151,457.

    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 3,408 shares
    Change vs previous 13F -5,266 shares

    <0.01% of the 13F portfolio, value $156,137.

    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 8,674 shares
    Change vs previous 13F -2,437 shares

    0.01% of the 13F portfolio, value $349,215.

    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 11,111 shares
    Change vs previous 13F +4,219 shares

    0.01% of the 13F portfolio, value $815,959.

    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 6,892 shares
    Change vs previous 13F +904 shares

    0.01% of the 13F portfolio, value $274,164.

    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 5,988 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $265,568.

    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).