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Disclosery

Geneos Wealth Management Inc.: GIS position timeline

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

Geneos Wealth Management Inc. held 15,176 GIS 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 15,176 shares
    Change vs previous 13F +4,517 shares

    0.01% of the 13F portfolio, value $528,133.

    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 10,659 shares
    Change vs previous 13F +2,104 shares

    0.01% of the 13F portfolio, value $396,745.

    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 8,555 shares
    Change vs previous 13F -629 shares

    0.01% of the 13F portfolio, value $397,825.

    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 9,184 shares
    Change vs previous 13F -3,457 shares

    0.01% of the 13F portfolio, value $463,080.

    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 12,641 shares
    Change vs previous 13F -11,591 shares

    0.02% of the 13F portfolio, value $654,923.

    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 24,232 shares
    Change vs previous 13F +10,167 shares

    0.03% of the 13F portfolio, value $1,755,310.

    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 14,065 shares
    Change vs previous 13F +44 shares

    0.03% of the 13F portfolio, value $896,941.

    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 14,021 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,035,424.

    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).