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Geneos Wealth Management Inc.: FLCB position timeline

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

Geneos Wealth Management Inc. held 25,678 FLCB 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 25,678 shares
    Change vs previous 13F +2,118 shares

    0.01% of the 13F portfolio, value $549,499.

    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 23,560 shares
    Change vs previous 13F +436 shares

    0.01% of the 13F portfolio, value $506,295.

    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 23,124 shares
    Change vs previous 13F -1,673 shares

    0.01% of the 13F portfolio, value $500,162.

    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 24,797 shares
    Change vs previous 13F -799 shares

    0.01% of the 13F portfolio, value $538,581.

    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 25,596 shares
    Change vs previous 13F -26,009 shares

    0.01% of the 13F portfolio, value $550,816.

    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 51,605 shares
    Change vs previous 13F +24,925 shares

    0.02% of the 13F portfolio, value $1,109,488.

    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 26,680 shares
    Change vs previous 13F +155 shares

    0.02% of the 13F portfolio, value $562,672.

    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 26,525 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $583,805.

    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).