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Disclosery

Geneos Wealth Management Inc.: HR position timeline

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

Geneos Wealth Management Inc. held 25,146 HR 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 25,146 shares
    Change vs previous 13F -500 shares

    0.01% of the 13F portfolio, value $507,195.

    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 25,646 shares
    Change vs previous 13F +309 shares

    0.01% of the 13F portfolio, value $435,726.

    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 25,337 shares
    Change vs previous 13F +1,012 shares

    0.01% of the 13F portfolio, value $429,462.

    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 24,325 shares
    Change vs previous 13F +2,069 shares

    0.01% of the 13F portfolio, value $438,580.

    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 22,256 shares
    Change vs previous 13F -28,704 shares

    0.01% of the 13F portfolio, value $352,980.

    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 50,960 shares
    Change vs previous 13F +27,404 shares

    0.01% of the 13F portfolio, value $861,224.

    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 23,556 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $399,274.

    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).