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Disclosery

Geneos Wealth Management Inc.: HERD position timeline

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

Geneos Wealth Management Inc. held 9,042 HERD 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 9,042 shares
    Change vs previous 13F +4,220 shares

    0.01% of the 13F portfolio, value $425,599.

    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 4,822 shares
    Change vs previous 13F -116 shares

    0.01% of the 13F portfolio, value $220,610.

    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 4,938 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $214,606.

    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 4,938 shares
    Change vs previous 13F +477 shares

    0.01% of the 13F portfolio, value $209,174.

    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 4,461 shares
    Change vs previous 13F +209 shares

    <0.01% of the 13F portfolio, value $177,689.

    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 4,252 shares
    Change vs previous 13F +247 shares

    <0.01% of the 13F portfolio, value $159,296.

    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 4,005 shares
    Change vs previous 13F +730 shares

    0.01% of the 13F portfolio, value $151,830.

    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 3,275 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $131,131.

    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).