Geneos Wealth Management Inc.: GM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on GM, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 3,552 GM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 3,552 sharesChange vs previous 13F -285 shares
0.01% of the 13F portfolio, value $273,817.
13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,837 sharesChange vs previous 13F -1,748 shares
0.01% of the 13F portfolio, value $285,830.
13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,585 sharesChange vs previous 13F +1,209 shares
0.01% of the 13F portfolio, value $454,166.
13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,376 sharesChange vs previous 13F -4,266 shares
0.01% of the 13F portfolio, value $266,793.
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,642 sharesChange vs previous 13F -6,601 shares
0.01% of the 13F portfolio, value $425,285.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 15,243 sharesChange vs previous 13F +9,819 shares
0.01% of the 13F portfolio, value $716,847.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,424 sharesChange vs previous 13F -466 shares
0.01% of the 13F portfolio, value $288,959.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,890 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $264,092.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).