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Geneos Wealth Management Inc.: FUTY position timeline

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

Geneos Wealth Management Inc. held 3,830 FUTY 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 3,830 shares
    Change vs previous 13F -292 shares

    <0.01% of the 13F portfolio, value $223,753.

    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 4,122 shares
    Change vs previous 13F -17 shares

    0.01% of the 13F portfolio, value $243,491.

    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 4,139 shares
    Change vs previous 13F -616 shares

    0.01% of the 13F portfolio, value $228,550.

    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 4,755 shares
    Change vs previous 13F +458 shares

    0.01% of the 13F portfolio, value $268,521.

    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 4,297 shares
    Change vs previous 13F -4,433 shares

    0.01% of the 13F portfolio, value $226,022.

    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 8,730 shares
    Change vs previous 13F +4,570 shares

    0.01% of the 13F portfolio, value $444,794.

    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 4,160 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $202,883.

    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 4,160 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $215,571.

    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).