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Geneos Wealth Management Inc.: HDEF position timeline

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

Geneos Wealth Management Inc. held 1,006,549 HDEF 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 1,006,549 shares
    Change vs previous 13F +8,034 shares

    0.66% of the 13F portfolio, value $32,350,478.

    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 998,515 shares
    Change vs previous 13F +6,053 shares

    0.75% of the 13F portfolio, value $32,361,858.

    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 992,462 shares
    Change vs previous 13F +23,547 shares

    0.75% of the 13F portfolio, value $30,756,386.

    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 968,915 shares
    Change vs previous 13F +21,925 shares

    0.72% of the 13F portfolio, value $28,505,474.

    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 946,990 shares
    Change vs previous 13F -502,255 shares

    0.67% of the 13F portfolio, value $27,330,129.

    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 1,449,245 shares
    Change vs previous 13F +950,551 shares

    0.58% of the 13F portfolio, value $39,332,511.

    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 498,694 shares
    Change vs previous 13F +13,534 shares

    0.42% of the 13F portfolio, value $12,113,265.

    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 485,160 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $13,045,940.

    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).