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Disclosery

Geneos Wealth Management Inc.: GAL position timeline

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

Geneos Wealth Management Inc. held 61,605 GAL 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 61,605 shares
    Change vs previous 13F +30,960 shares

    0.07% of the 13F portfolio, value $3,255,208.

    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 30,645 shares
    Change vs previous 13F +10,935 shares

    0.04% of the 13F portfolio, value $1,516,928.

    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 19,710 shares
    Change vs previous 13F +17,610 shares

    0.02% of the 13F portfolio, value $974,660.

    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 2,100 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $103,152.

    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).