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Disclosery

Geneos Wealth Management Inc.: HTD position timeline

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

Geneos Wealth Management Inc. held 10,950 HTD 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 10,950 shares
    Change vs previous 13F +250 shares

    0.01% of the 13F portfolio, value $279,116.

    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 10,700 shares
    Change vs previous 13F -1,000 shares

    0.01% of the 13F portfolio, value $265,039.

    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 11,700 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $276,822.

    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 11,700 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $290,160.

    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 11,700 shares
    Change vs previous 13F -6,600 shares

    0.01% of the 13F portfolio, value $273,663.

    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 18,300 shares
    Change vs previous 13F +12,450 shares

    0.01% of the 13F portfolio, value $437,920.

    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 5,850 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $128,817.

    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 5,850 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $135,837.

    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).