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Geneos Wealth Management Inc.: HLI position timeline

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

Geneos Wealth Management Inc. held 27,923 HLI 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 27,923 shares
    Change vs previous 13F -2,615 shares

    0.08% of the 13F portfolio, value $3,745,327.

    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 30,538 shares
    Change vs previous 13F -2,978 shares

    0.1% of the 13F portfolio, value $4,385,800.

    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 33,516 shares
    Change vs previous 13F -412 shares

    0.14% of the 13F portfolio, value $5,838,175.

    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 33,928 shares
    Change vs previous 13F +498 shares

    0.18% of the 13F portfolio, value $6,966,137.

    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 33,430 shares
    Change vs previous 13F -22,101 shares

    0.15% of the 13F portfolio, value $6,015,696.

    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 55,531 shares
    Change vs previous 13F +37,748 shares

    0.13% of the 13F portfolio, value $8,968,271.

    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 17,783 shares
    Change vs previous 13F +492 shares

    0.11% of the 13F portfolio, value $3,088,156.

    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 17,291 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,732,276.

    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).