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Geneos Wealth Management Inc.: FTSM position timeline

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

Geneos Wealth Management Inc. held 69,589 FTSM 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 69,589 shares
    Change vs previous 13F +23,573 shares

    0.08% of the 13F portfolio, value $4,156,538.

    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 46,016 shares
    Change vs previous 13F -4,671 shares

    0.06% of the 13F portfolio, value $2,750,810.

    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 50,687 shares
    Change vs previous 13F +17,147 shares

    0.07% of the 13F portfolio, value $3,037,697.

    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 33,540 shares
    Change vs previous 13F +1,667 shares

    0.05% of the 13F portfolio, value $2,009,382.

    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 31,873 shares
    Change vs previous 13F -24,223 shares

    0.05% of the 13F portfolio, value $1,908,221.

    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 56,096 shares
    Change vs previous 13F +37,249 shares

    0.05% of the 13F portfolio, value $3,356,753.

    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 18,847 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,126,456.

    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).