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Geneos Wealth Management Inc.: FYX position timeline

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

Geneos Wealth Management Inc. held 53,610 FYX 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 53,610 shares
    Change vs previous 13F +1,234 shares

    0.16% of the 13F portfolio, value $7,735,992.

    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 52,376 shares
    Change vs previous 13F -705 shares

    0.15% of the 13F portfolio, value $6,251,118.

    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 53,081 shares
    Change vs previous 13F -4,265 shares

    0.15% of the 13F portfolio, value $6,005,617.

    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 57,346 shares
    Change vs previous 13F -9,347 shares

    0.16% of the 13F portfolio, value $6,249,585.

    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 66,693 shares
    Change vs previous 13F +4,695 shares

    0.16% of the 13F portfolio, value $6,487,895.

    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 61,998 shares
    Change vs previous 13F +45,705 shares

    0.08% of the 13F portfolio, value $5,585,400.

    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 16,293 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,646,571.

    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).