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Geneos Wealth Management Inc.: HD position timeline

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

Geneos Wealth Management Inc. held 34,656 HD 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 34,656 shares
    Change vs previous 13F -727 shares

    0.25% of the 13F portfolio, value $12,222,551.

    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 35,383 shares
    Change vs previous 13F -1,919 shares

    0.27% of the 13F portfolio, value $11,636,975.

    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 37,302 shares
    Change vs previous 13F -1,187 shares

    0.31% of the 13F portfolio, value $12,835,628.

    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 38,489 shares
    Change vs previous 13F -4,213 shares

    0.4% of the 13F portfolio, value $15,595,557.

    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 42,702 shares
    Change vs previous 13F -23,717 shares

    0.38% of the 13F portfolio, value $15,656,082.

    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 66,419 shares
    Change vs previous 13F +44,429 shares

    0.36% of the 13F portfolio, value $24,341,952.

    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 21,990 shares
    Change vs previous 13F +164 shares

    0.3% of the 13F portfolio, value $8,553,962.

    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 21,826 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $8,843,702.

    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).