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Geneos Wealth Management Inc.: GDX position timeline

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

Geneos Wealth Management Inc. held 39,348 GDX 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 39,348 shares
    Change vs previous 13F +666 shares

    0.06% of the 13F portfolio, value $2,968,807.

    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 38,682 shares
    Change vs previous 13F -12,836 shares

    0.08% of the 13F portfolio, value $3,549,847.

    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 51,518 shares
    Change vs previous 13F -21,696 shares

    0.11% of the 13F portfolio, value $4,418,699.

    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 73,214 shares
    Change vs previous 13F -6,227 shares

    0.14% of the 13F portfolio, value $5,593,550.

    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 79,441 shares
    Change vs previous 13F -95,283 shares

    0.1% of the 13F portfolio, value $4,135,698.

    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 174,724 shares
    Change vs previous 13F +84,645 shares

    0.12% of the 13F portfolio, value $8,032,062.

    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 90,079 shares
    Change vs previous 13F -3,455 shares

    0.11% of the 13F portfolio, value $3,054,579.

    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 93,534 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,724,524.

    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).