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Geneos Wealth Management Inc.: FLQM position timeline

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

Geneos Wealth Management Inc. held 14,468 FLQM 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 14,468 shares
    Change vs previous 13F -45,035 shares

    0.02% of the 13F portfolio, value $837,555.

    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 59,503 shares
    Change vs previous 13F -2,847 shares

    0.08% of the 13F portfolio, value $3,268,507.

    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 62,350 shares
    Change vs previous 13F -30,117 shares

    0.09% of the 13F portfolio, value $3,507,817.

    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 92,467 shares
    Change vs previous 13F +4,018 shares

    0.13% of the 13F portfolio, value $5,219,768.

    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 88,449 shares
    Change vs previous 13F -82,181 shares

    0.12% of the 13F portfolio, value $4,803,676.

    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 170,630 shares
    Change vs previous 13F +92,878 shares

    0.13% of the 13F portfolio, value $9,045,122.

    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 77,752 shares
    Change vs previous 13F -26,136 shares

    0.15% of the 13F portfolio, value $4,222,719.

    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 103,888 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,786,572.

    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).