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Geneos Wealth Management Inc.: FEGE position timeline

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

Geneos Wealth Management Inc. held 65,727 FEGE 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 65,727 shares
    Change vs previous 13F +14,799 shares

    0.07% of the 13F portfolio, value $3,215,365.

    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 50,928 shares
    Change vs previous 13F +17,693 shares

    0.06% of the 13F portfolio, value $2,393,616.

    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 33,235 shares
    Change vs previous 13F +23,857 shares

    0.04% of the 13F portfolio, value $1,529,807.

    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 9,378 shares
    Change vs previous 13F +6,727 shares

    0.01% of the 13F portfolio, value $414,789.

    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 2,651 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $107,021.

    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).