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Disclosery

Geneos Wealth Management Inc.: FRDM position timeline

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

Geneos Wealth Management Inc. held 112,566 FRDM 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 112,566 shares
    Change vs previous 13F +13,835 shares

    0.17% of the 13F portfolio, value $8,206,050.

    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 98,731 shares
    Change vs previous 13F +3,358 shares

    0.13% of the 13F portfolio, value $5,395,654.

    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 95,373 shares
    Change vs previous 13F +3,173 shares

    0.12% of the 13F portfolio, value $4,889,753.

    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 92,200 shares
    Change vs previous 13F +2,219 shares

    0.1% of the 13F portfolio, value $4,085,382.

    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 89,981 shares
    Change vs previous 13F +53,148 shares

    0.09% of the 13F portfolio, value $3,635,232.

    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 36,833 shares
    Change vs previous 13F +17,552 shares

    0.02% of the 13F portfolio, value $1,291,001.

    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 19,281 shares
    Change vs previous 13F +3,266 shares

    0.02% of the 13F portfolio, value $630,103.

    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 16,015 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $573,017.

    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).