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Disclosery

Geneos Wealth Management Inc.: FTLS position timeline

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

Geneos Wealth Management Inc. held 9,331 FTLS 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 9,331 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $688,649.

    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 9,330 shares
    Change vs previous 13F -765 shares

    0.02% of the 13F portfolio, value $656,461.

    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 10,095 shares
    Change vs previous 13F -168 shares

    0.02% of the 13F portfolio, value $716,618.

    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 10,263 shares
    Change vs previous 13F -2,619 shares

    0.02% of the 13F portfolio, value $717,892.

    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 12,882 shares
    Change vs previous 13F -10,156 shares

    0.02% of the 13F portfolio, value $853,798.

    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 23,038 shares
    Change vs previous 13F +13,962 shares

    0.02% of the 13F portfolio, value $1,476,282.

    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 9,076 shares
    Change vs previous 13F +422 shares

    0.02% of the 13F portfolio, value $597,297.

    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 8,654 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $549,269.

    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).