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Disclosery

Geneos Wealth Management Inc.: HOOD position timeline

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

Geneos Wealth Management Inc. held 12,527 HOOD 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 12,527 shares
    Change vs previous 13F +1,077 shares

    0.03% of the 13F portfolio, value $1,256,208.

    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 11,450 shares
    Change vs previous 13F -1,650 shares

    0.02% of the 13F portfolio, value $793,485.

    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 13,100 shares
    Change vs previous 13F +332 shares

    0.04% of the 13F portfolio, value $1,481,610.

    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 12,768 shares
    Change vs previous 13F -5,769 shares

    0.05% of the 13F portfolio, value $1,828,122.

    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 18,537 shares
    Change vs previous 13F +2,248 shares

    0.04% of the 13F portfolio, value $1,735,619.

    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 16,289 shares
    Change vs previous 13F +10,827 shares

    0.01% of the 13F portfolio, value $677,948.

    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 5,462 shares
    Change vs previous 13F +36 shares

    0.01% of the 13F portfolio, value $203,514.

    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 5,426 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $127,077.

    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).