Skip to content
Disclosery

Geneos Wealth Management Inc.: HFRO position timeline

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

Geneos Wealth Management Inc. held 525,538 HFRO 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 525,538 shares
    Change vs previous 13F -147,262 shares

    0.08% of the 13F portfolio, value $3,747,084.

    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 672,800 shares
    Change vs previous 13F -255,673 shares

    0.09% of the 13F portfolio, value $3,841,687.

    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 928,473 shares
    Change vs previous 13F -53,254 shares

    0.14% of the 13F portfolio, value $5,552,267.

    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 981,727 shares
    Change vs previous 13F -26,262 shares

    0.16% of the 13F portfolio, value $6,233,965.

    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 1,007,989 shares
    Change vs previous 13F -1,060,895 shares

    0.13% of the 13F portfolio, value $5,241,542.

    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 2,068,884 shares
    Change vs previous 13F +1,548,046 shares

    0.16% of the 13F portfolio, value $10,763,041.

    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 520,838 shares
    Change vs previous 13F +118,567 shares

    0.09% of the 13F portfolio, value $2,703,148.

    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 402,271 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,465,920.

    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).