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Disclosery

Geneos Wealth Management Inc.: FLQL position timeline

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

Geneos Wealth Management Inc. held 9,081 FLQL 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 9,081 shares
    Change vs previous 13F +172 shares

    0.01% of the 13F portfolio, value $710,822.

    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 8,909 shares
    Change vs previous 13F -523 shares

    0.01% of the 13F portfolio, value $602,571.

    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 9,432 shares
    Change vs previous 13F -760 shares

    0.02% of the 13F portfolio, value $653,886.

    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 10,192 shares
    Change vs previous 13F -957 shares

    0.02% of the 13F portfolio, value $697,404.

    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 11,149 shares
    Change vs previous 13F -12,625 shares

    0.02% of the 13F portfolio, value $704,139.

    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 23,774 shares
    Change vs previous 13F +12,360 shares

    0.02% of the 13F portfolio, value $1,341,748.

    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 11,414 shares
    Change vs previous 13F -221 shares

    0.02% of the 13F portfolio, value $669,288.

    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 11,635 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $676,575.

    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).