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Geneos Wealth Management Inc.: GOOG position timeline

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

Geneos Wealth Management Inc. held 70,644 GOOG 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 70,644 shares
    Change vs previous 13F -3,244 shares

    0.51% of the 13F portfolio, value $24,960,531.

    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 73,888 shares
    Change vs previous 13F -9,875 shares

    0.49% of the 13F portfolio, value $21,195,414.

    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 83,763 shares
    Change vs previous 13F +1,882 shares

    0.64% of the 13F portfolio, value $26,284,856.

    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 81,881 shares
    Change vs previous 13F -5,976 shares

    0.51% of the 13F portfolio, value $19,942,082.

    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 87,857 shares
    Change vs previous 13F -73,584 shares

    0.38% of the 13F portfolio, value $15,584,958.

    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 161,441 shares
    Change vs previous 13F +86,247 shares

    0.4% of the 13F portfolio, value $27,033,166.

    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 75,194 shares
    Change vs previous 13F -7,514 shares

    0.5% of the 13F portfolio, value $14,320,006.

    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 82,708 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $13,827,909.

    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).