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Geneos Wealth Management Inc.: GCOW position timeline

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

Geneos Wealth Management Inc. held 85,347 GCOW 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 85,347 shares
    Change vs previous 13F +5,620 shares

    0.08% of the 13F portfolio, value $3,695,525.

    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 79,727 shares
    Change vs previous 13F +3,704 shares

    0.09% of the 13F portfolio, value $3,686,576.

    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 76,023 shares
    Change vs previous 13F +17,403 shares

    0.08% of the 13F portfolio, value $3,133,668.

    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 58,620 shares
    Change vs previous 13F +12,497 shares

    0.06% of the 13F portfolio, value $2,322,524.

    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 46,123 shares
    Change vs previous 13F -22,339 shares

    0.04% of the 13F portfolio, value $1,751,290.

    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 68,462 shares
    Change vs previous 13F +42,747 shares

    0.04% of the 13F portfolio, value $2,531,725.

    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 25,715 shares
    Change vs previous 13F +856 shares

    0.03% of the 13F portfolio, value $867,624.

    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 24,859 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $907,105.

    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).