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Disclosery

Geneos Wealth Management Inc.: HIG position timeline

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

Geneos Wealth Management Inc. held 12,043 HIG 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 12,043 shares
    Change vs previous 13F +527 shares

    0.03% of the 13F portfolio, value $1,595,938.

    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 11,516 shares
    Change vs previous 13F -630 shares

    0.04% of the 13F portfolio, value $1,557,309.

    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 12,146 shares
    Change vs previous 13F +316 shares

    0.04% of the 13F portfolio, value $1,673,719.

    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 11,830 shares
    Change vs previous 13F -367 shares

    0.04% of the 13F portfolio, value $1,578,004.

    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 12,197 shares
    Change vs previous 13F -5,529 shares

    0.04% of the 13F portfolio, value $1,547,433.

    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 17,726 shares
    Change vs previous 13F +12,166 shares

    0.03% of the 13F portfolio, value $2,193,238.

    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 5,560 shares
    Change vs previous 13F +44 shares

    0.02% of the 13F portfolio, value $608,264.

    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 5,516 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $648,737.

    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).