Skip to content
Disclosery

Geneos Wealth Management Inc.: FTQI position timeline

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

Geneos Wealth Management Inc. held 45,583 FTQI 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 45,583 shares
    Change vs previous 13F +13,256 shares

    0.02% of the 13F portfolio, value $1,006,928.

    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 32,327 shares
    Change vs previous 13F +23,629 shares

    0.01% of the 13F portfolio, value $643,954.

    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 8,698 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $181,092.

    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).