Geneos Wealth Management Inc.: HIO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on HIO, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 0 HIO shares at 2025-09-30 per its 13F-HR filed 2025-10-22.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -23,202 shares
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 23,202 sharesChange vs previous 13F -1,925 shares
<0.01% of the 13F portfolio, value $92,344.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 25,127 sharesChange vs previous 13F +23,835 shares
<0.01% of the 13F portfolio, value $100,006.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,292 sharesChange vs previous 13F +666 shares
<0.01% of the 13F portfolio, value $5,078.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 626 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $2,535.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).