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Geneos Wealth Management Inc.: FPEI position timeline

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

Geneos Wealth Management Inc. held 499,253 FPEI 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 499,253 shares
    Change vs previous 13F +11,572 shares

    0.2% of the 13F portfolio, value $9,630,584.

    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 487,681 shares
    Change vs previous 13F +148,284 shares

    0.21% of the 13F portfolio, value $9,265,936.

    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 339,397 shares
    Change vs previous 13F -718 shares

    0.16% of the 13F portfolio, value $6,580,898.

    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 340,115 shares
    Change vs previous 13F +15,718 shares

    0.17% of the 13F portfolio, value $6,577,824.

    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 324,397 shares
    Change vs previous 13F -82,602 shares

    0.15% of the 13F portfolio, value $6,160,299.

    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 406,999 shares
    Change vs previous 13F +406,628 shares

    0.11% of the 13F portfolio, value $7,610,882.

    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 371 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,938.

    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 371 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,075.

    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).