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Disclosery

Geneos Wealth Management Inc.: HSBC position timeline

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

Geneos Wealth Management Inc. held 5,304 HSBC 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 5,304 shares
    Change vs previous 13F +1,082 shares

    0.01% of the 13F portfolio, value $504,357.

    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 4,222 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $348,273.

    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 4,222 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $332,145.

    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 4,222 shares
    Change vs previous 13F -2,529 shares

    0.01% of the 13F portfolio, value $299,678.

    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 6,751 shares
    Change vs previous 13F -7,460 shares

    0.01% of the 13F portfolio, value $410,393.

    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 14,211 shares
    Change vs previous 13F +9,003 shares

    0.01% of the 13F portfolio, value $816,138.

    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 5,208 shares
    Change vs previous 13F -358 shares

    0.01% of the 13F portfolio, value $257,588.

    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 5,566 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $251,528.

    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).