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Disclosery

Geneos Wealth Management Inc.: FTGS position timeline

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

Geneos Wealth Management Inc. held 22,431 FTGS 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 22,431 shares
    Change vs previous 13F -49 shares

    0.02% of the 13F portfolio, value $829,932.

    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 22,480 shares
    Change vs previous 13F +544 shares

    0.02% of the 13F portfolio, value $765,452.

    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 21,936 shares
    Change vs previous 13F +1,680 shares

    0.02% of the 13F portfolio, value $775,448.

    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 20,256 shares
    Change vs previous 13F -526 shares

    0.02% of the 13F portfolio, value $727,401.

    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 20,782 shares
    Change vs previous 13F -8,441 shares

    0.02% of the 13F portfolio, value $710,538.

    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 29,223 shares
    Change vs previous 13F +21,861 shares

    0.01% of the 13F portfolio, value $869,385.

    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 7,362 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $231,167.

    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).