Skip to content
Disclosery

Geneos Wealth Management Inc.: FLTR position timeline

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

Geneos Wealth Management Inc. held 272,944 FLTR 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 272,944 shares
    Change vs previous 13F +13,077 shares

    0.14% of the 13F portfolio, value $6,990,097.

    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 259,867 shares
    Change vs previous 13F +6,620 shares

    0.15% of the 13F portfolio, value $6,621,416.

    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 253,247 shares
    Change vs previous 13F +3,885 shares

    0.16% of the 13F portfolio, value $6,452,738.

    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 249,362 shares
    Change vs previous 13F +33,875 shares

    0.16% of the 13F portfolio, value $6,376,187.

    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 215,487 shares
    Change vs previous 13F -175,441 shares

    0.13% of the 13F portfolio, value $5,494,911.

    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 390,928 shares
    Change vs previous 13F +220,992 shares

    0.15% of the 13F portfolio, value $9,988,218.

    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 169,936 shares
    Change vs previous 13F +10,951 shares

    0.15% of the 13F portfolio, value $4,324,861.

    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 158,985 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,049,341.

    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).