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Geneos Wealth Management Inc.: FENI position timeline

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

Geneos Wealth Management Inc. held 321 FENI 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 321 shares
    Change vs previous 13F -1,734 shares

    <0.01% of the 13F portfolio, value $12,882.

    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 2,055 shares
    Change vs previous 13F -43 shares

    <0.01% of the 13F portfolio, value $76,446.

    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 2,098 shares
    Change vs previous 13F -6,647 shares

    <0.01% of the 13F portfolio, value $76,745.

    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 8,745 shares
    Change vs previous 13F -1,222 shares

    0.01% of the 13F portfolio, value $308,524.

    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 9,967 shares
    Change vs previous 13F -5,144 shares

    0.01% of the 13F portfolio, value $331,502.

    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 15,111 shares
    Change vs previous 13F +9,967 shares

    0.01% of the 13F portfolio, value $449,703.

    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 5,144 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $141,614.

    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).