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Geneos Wealth Management Inc.: FNDF position timeline

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

Geneos Wealth Management Inc. held 654,333 FNDF 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 654,333 shares
    Change vs previous 13F +30,664 shares

    0.7% of the 13F portfolio, value $34,522,631.

    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 623,669 shares
    Change vs previous 13F -7,553 shares

    0.71% of the 13F portfolio, value $30,516,141.

    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 631,222 shares
    Change vs previous 13F -3,627 shares

    0.7% of the 13F portfolio, value $28,537,540.

    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 634,849 shares
    Change vs previous 13F -118 shares

    0.69% of the 13F portfolio, value $27,273,126.

    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 634,967 shares
    Change vs previous 13F -286,959 shares

    0.62% of the 13F portfolio, value $25,411,398.

    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 921,926 shares
    Change vs previous 13F +459,233 shares

    0.49% of the 13F portfolio, value $33,318,414.

    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 462,693 shares
    Change vs previous 13F +19,524 shares

    0.54% of the 13F portfolio, value $15,366,038.

    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 443,169 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $16,561,226.

    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).