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Disclosery

Geneos Wealth Management Inc.: FV position timeline

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

Geneos Wealth Management Inc. held 249,073 FV 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 249,073 shares
    Change vs previous 13F +5,542 shares

    0.39% of the 13F portfolio, value $18,899,680.

    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 243,531 shares
    Change vs previous 13F -6,738 shares

    0.34% of the 13F portfolio, value $14,719,003.

    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 250,269 shares
    Change vs previous 13F +749 shares

    0.39% of the 13F portfolio, value $15,746,910.

    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 249,520 shares
    Change vs previous 13F +2,452 shares

    0.39% of the 13F portfolio, value $15,450,254.

    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 247,068 shares
    Change vs previous 13F -80,961 shares

    0.36% of the 13F portfolio, value $14,641,220.

    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 328,029 shares
    Change vs previous 13F +234,891 shares

    0.26% of the 13F portfolio, value $17,995,616.

    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 93,138 shares
    Change vs previous 13F +6,790 shares

    0.19% of the 13F portfolio, value $5,500,701.

    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 86,348 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,031,469.

    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).