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Disclosery

Geneos Wealth Management Inc.: GE position timeline

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

Geneos Wealth Management Inc. held 10,501 GE 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 10,501 shares
    Change vs previous 13F +105 shares

    0.08% of the 13F portfolio, value $3,924,536.

    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 10,396 shares
    Change vs previous 13F -50 shares

    0.07% of the 13F portfolio, value $2,950,042.

    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 10,446 shares
    Change vs previous 13F -3 shares

    0.08% of the 13F portfolio, value $3,217,611.

    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 10,449 shares
    Change vs previous 13F -5,489 shares

    0.08% of the 13F portfolio, value $3,143,196.

    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 15,938 shares
    Change vs previous 13F +570 shares

    0.1% of the 13F portfolio, value $4,102,393.

    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 15,368 shares
    Change vs previous 13F +7,290 shares

    0.07% of the 13F portfolio, value $5,036,458.

    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 8,078 shares
    Change vs previous 13F -3 shares

    0.05% of the 13F portfolio, value $1,347,401.

    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 8,081 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,523,986.

    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).