Geneos Wealth Management Inc.: FSCO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on FSCO, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 98,343 FSCO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 98,343 sharesChange vs previous 13F +9,616 shares
0.01% of the 13F portfolio, value $490,730.
13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 88,727 sharesChange vs previous 13F -34,128 shares
0.01% of the 13F portfolio, value $452,506.
13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 122,855 sharesChange vs previous 13F -442,071 shares
0.02% of the 13F portfolio, value $773,990.
13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 564,926 sharesChange vs previous 13F -25,255 shares
0.1% of the 13F portfolio, value $3,903,639.
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 590,181 sharesChange vs previous 13F -378,032 shares
0.1% of the 13F portfolio, value $4,284,711.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 968,213 sharesChange vs previous 13F +638,060 shares
0.1% of the 13F portfolio, value $7,149,610.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 330,153 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $2,251,640.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).