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Disclosery

Geneos Wealth Management Inc.: FIXD position timeline

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

Geneos Wealth Management Inc. held 887,302 FIXD 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 887,302 shares
    Change vs previous 13F +30,568 shares

    0.79% of the 13F portfolio, value $38,695,245.

    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 856,734 shares
    Change vs previous 13F +291,705 shares

    0.87% of the 13F portfolio, value $37,345,052.

    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 565,029 shares
    Change vs previous 13F +5,280 shares

    0.61% of the 13F portfolio, value $25,042,065.

    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 559,749 shares
    Change vs previous 13F +19,100 shares

    0.63% of the 13F portfolio, value $24,864,049.

    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 540,649 shares
    Change vs previous 13F -181,504 shares

    0.58% of the 13F portfolio, value $23,729,092.

    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 722,153 shares
    Change vs previous 13F +538,911 shares

    0.46% of the 13F portfolio, value $31,659,203.

    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 183,242 shares
    Change vs previous 13F +8,976 shares

    0.28% of the 13F portfolio, value $7,873,929.

    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 174,266 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $7,883,792.

    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).