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Disclosery

Geneos Wealth Management Inc.: FSK position timeline

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

Geneos Wealth Management Inc. held 44,473 FSK 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 44,473 shares
    Change vs previous 13F -6,105 shares

    0.01% of the 13F portfolio, value $466,965.

    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 50,578 shares
    Change vs previous 13F -28,855 shares

    0.01% of the 13F portfolio, value $514,889.

    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 79,433 shares
    Change vs previous 13F -389,811 shares

    0.03% of the 13F portfolio, value $1,176,405.

    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 469,244 shares
    Change vs previous 13F -90,101 shares

    0.18% of the 13F portfolio, value $7,005,809.

    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 559,345 shares
    Change vs previous 13F -439,085 shares

    0.28% of the 13F portfolio, value $11,606,417.

    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 998,430 shares
    Change vs previous 13F +656,295 shares

    0.31% of the 13F portfolio, value $20,917,125.

    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 342,135 shares
    Change vs previous 13F +5,825 shares

    0.26% of the 13F portfolio, value $7,431,178.

    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 336,310 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,635,396.

    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).