Skip to content
Disclosery

Geneos Wealth Management Inc.: GEHC position timeline

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

Geneos Wealth Management Inc. held 1,787 GEHC 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 1,787 shares
    Change vs previous 13F -2,491 shares

    <0.01% of the 13F portfolio, value $114,387.

    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 4,278 shares
    Change vs previous 13F -996 shares

    0.01% of the 13F portfolio, value $304,509.

    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 5,274 shares
    Change vs previous 13F -20 shares

    0.01% of the 13F portfolio, value $432,574.

    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 5,294 shares
    Change vs previous 13F -1,646 shares

    0.01% of the 13F portfolio, value $397,583.

    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 6,940 shares
    Change vs previous 13F +2,294 shares

    0.01% of the 13F portfolio, value $514,049.

    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 4,646 shares
    Change vs previous 13F +2,143 shares

    0.01% of the 13F portfolio, value $607,269.

    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 2,503 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $195,687.

    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).