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Geneos Wealth Management Inc.: GBDC position timeline

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

Geneos Wealth Management Inc. held 44,050 GBDC 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 44,050 shares
    Change vs previous 13F -1,021 shares

    0.01% of the 13F portfolio, value $567,362.

    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 45,071 shares
    Change vs previous 13F -314 shares

    0.01% of the 13F portfolio, value $570,597.

    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 45,385 shares
    Change vs previous 13F +300 shares

    0.02% of the 13F portfolio, value $615,873.

    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 45,085 shares
    Change vs previous 13F +1,049 shares

    0.02% of the 13F portfolio, value $617,212.

    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 44,036 shares
    Change vs previous 13F -45,639 shares

    0.02% of the 13F portfolio, value $645,125.

    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 89,675 shares
    Change vs previous 13F +49,776 shares

    0.02% of the 13F portfolio, value $1,357,676.

    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 39,899 shares
    Change vs previous 13F -1,726 shares

    0.02% of the 13F portfolio, value $604,867.

    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 41,625 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $628,952.

    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).