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Geneos Wealth Management Inc.: GOOGL position timeline

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

Geneos Wealth Management Inc. held 68,232 GOOGL 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 68,232 shares
    Change vs previous 13F -5,700 shares

    0.5% of the 13F portfolio, value $24,384,180.

    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 73,932 shares
    Change vs previous 13F -9,417 shares

    0.49% of the 13F portfolio, value $21,259,785.

    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 83,349 shares
    Change vs previous 13F -3,884 shares

    0.64% of the 13F portfolio, value $26,088,118.

    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 87,233 shares
    Change vs previous 13F -21,113 shares

    0.54% of the 13F portfolio, value $21,206,240.

    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 108,346 shares
    Change vs previous 13F -50,759 shares

    0.47% of the 13F portfolio, value $19,093,785.

    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 159,105 shares
    Change vs previous 13F +97,162 shares

    0.44% of the 13F portfolio, value $29,875,931.

    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 61,943 shares
    Change vs previous 13F -1,685 shares

    0.41% of the 13F portfolio, value $11,725,889.

    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 63,628 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $10,552,748.

    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).