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Disclosery

Geneos Wealth Management Inc.: FLGV position timeline

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

Geneos Wealth Management Inc. held 25,153 FLGV 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 25,153 shares
    Change vs previous 13F +249 shares

    0.01% of the 13F portfolio, value $510,093.

    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 24,904 shares
    Change vs previous 13F +794 shares

    0.01% of the 13F portfolio, value $508,779.

    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 24,110 shares
    Change vs previous 13F -449 shares

    0.01% of the 13F portfolio, value $494,727.

    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 24,559 shares
    Change vs previous 13F +628 shares

    0.01% of the 13F portfolio, value $506,887.

    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 23,931 shares
    Change vs previous 13F -24,581 shares

    0.01% of the 13F portfolio, value $491,772.

    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 48,512 shares
    Change vs previous 13F +31,703 shares

    0.01% of the 13F portfolio, value $997,871.

    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 16,809 shares
    Change vs previous 13F +657 shares

    0.01% of the 13F portfolio, value $338,187.

    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 16,152 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $340,161.

    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).