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Disclosery

Geneos Wealth Management Inc.: HWM position timeline

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

Geneos Wealth Management Inc. held 10,150 HWM 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 10,150 shares
    Change vs previous 13F -1,354 shares

    0.06% of the 13F portfolio, value $2,729,041.

    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 11,504 shares
    Change vs previous 13F -136 shares

    0.06% of the 13F portfolio, value $2,651,252.

    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 11,640 shares
    Change vs previous 13F +80 shares

    0.06% of the 13F portfolio, value $2,386,420.

    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 11,560 shares
    Change vs previous 13F -858 shares

    0.06% of the 13F portfolio, value $2,268,369.

    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 12,418 shares
    Change vs previous 13F -12,805 shares

    0.06% of the 13F portfolio, value $2,311,447.

    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 25,223 shares
    Change vs previous 13F +14,263 shares

    0.05% of the 13F portfolio, value $3,272,236.

    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 10,960 shares
    Change vs previous 13F +8,241 shares

    0.04% of the 13F portfolio, value $1,198,695.

    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 2,719 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $272,580.

    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).