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Disclosery

Geneos Wealth Management Inc.: FTXL position timeline

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

Geneos Wealth Management Inc. held 2,757 FTXL 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 2,757 shares
    Change vs previous 13F +289 shares

    0.02% of the 13F portfolio, value $785,615.

    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 2,468 shares
    Change vs previous 13F -400 shares

    0.01% of the 13F portfolio, value $363,956.

    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 2,868 shares
    Change vs previous 13F -450 shares

    0.01% of the 13F portfolio, value $371,496.

    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 3,318 shares
    Change vs previous 13F -44 shares

    0.01% of the 13F portfolio, value $371,034.

    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 3,362 shares
    Change vs previous 13F -1,534 shares

    0.01% of the 13F portfolio, value $322,517.

    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 4,896 shares
    Change vs previous 13F +2,496 shares

    0.01% of the 13F portfolio, value $369,897.

    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 2,400 shares
    Change vs previous 13F -398 shares

    0.01% of the 13F portfolio, value $209,416.

    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 2,798 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $261,039.

    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).