Skip to content
Disclosery

Geneos Wealth Management Inc.: FNDC position timeline

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

Geneos Wealth Management Inc. held 208,257 FNDC 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 208,257 shares
    Change vs previous 13F +4,323 shares

    0.21% of the 13F portfolio, value $10,112,972.

    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 203,934 shares
    Change vs previous 13F -1,951 shares

    0.22% of the 13F portfolio, value $9,454,371.

    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 205,885 shares
    Change vs previous 13F +302 shares

    0.22% of the 13F portfolio, value $9,172,168.

    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 205,583 shares
    Change vs previous 13F -5,444 shares

    0.23% of the 13F portfolio, value $9,150,514.

    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 211,027 shares
    Change vs previous 13F -223,574 shares

    0.22% of the 13F portfolio, value $8,873,695.

    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 434,601 shares
    Change vs previous 13F +216,538 shares

    0.23% of the 13F portfolio, value $15,732,552.

    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 218,063 shares
    Change vs previous 13F +5,624 shares

    0.26% of the 13F portfolio, value $7,444,669.

    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 212,439 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $8,104,535.

    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).