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Disclosery

Geneos Wealth Management Inc.: GLW position timeline

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

Geneos Wealth Management Inc. held 4,667 GLW 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 4,667 shares
    Change vs previous 13F +82 shares

    0.02% of the 13F portfolio, value $1,192,011.

    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 4,585 shares
    Change vs previous 13F +70 shares

    0.01% of the 13F portfolio, value $623,379.

    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 4,515 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $395,349.

    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 4,514 shares
    Change vs previous 13F -1,076 shares

    0.01% of the 13F portfolio, value $370,320.

    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 5,590 shares
    Change vs previous 13F -5,964 shares

    0.01% of the 13F portfolio, value $293,956.

    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 11,554 shares
    Change vs previous 13F +6,817 shares

    0.01% of the 13F portfolio, value $528,937.

    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 4,737 shares
    Change vs previous 13F +19 shares

    0.01% of the 13F portfolio, value $225,098.

    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 4,718 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $213,027.

    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).