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Disclosery

Geneos Wealth Management Inc.: GS position timeline

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

Geneos Wealth Management Inc. held 1,302 GS 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 1,302 shares
    Change vs previous 13F -7,428 shares

    0.03% of the 13F portfolio, value $1,316,930.

    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 8,730 shares
    Change vs previous 13F -87 shares

    0.17% of the 13F portfolio, value $7,385,715.

    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 8,817 shares
    Change vs previous 13F -489 shares

    0.19% of the 13F portfolio, value $7,750,064.

    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 9,306 shares
    Change vs previous 13F -903 shares

    0.19% of the 13F portfolio, value $7,411,201.

    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 10,209 shares
    Change vs previous 13F -10,542 shares

    0.18% of the 13F portfolio, value $7,225,435.

    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 20,751 shares
    Change vs previous 13F +9,490 shares

    0.17% of the 13F portfolio, value $11,335,827.

    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 11,261 shares
    Change vs previous 13F +256 shares

    0.23% of the 13F portfolio, value $6,448,008.

    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 11,005 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,448,907.

    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).