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Disclosery

Geneos Wealth Management Inc.: GBTC position timeline

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

Geneos Wealth Management Inc. held 13,227 GBTC 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 13,227 shares
    Change vs previous 13F +120 shares

    0.01% of the 13F portfolio, value $602,093.

    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 13,107 shares
    Change vs previous 13F -620 shares

    0.02% of the 13F portfolio, value $691,525.

    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 13,727 shares
    Change vs previous 13F -440 shares

    0.02% of the 13F portfolio, value $938,378.

    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 14,167 shares
    Change vs previous 13F +20 shares

    0.03% of the 13F portfolio, value $1,271,772.

    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 14,147 shares
    Change vs previous 13F -22,525 shares

    0.03% of the 13F portfolio, value $1,200,090.

    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 36,672 shares
    Change vs previous 13F +19,099 shares

    0.03% of the 13F portfolio, value $2,389,914.

    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 17,573 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,300,753.

    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).