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Disclosery

Geneos Wealth Management Inc.: HYLB position timeline

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

Geneos Wealth Management Inc. held 7,035 HYLB 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 7,035 shares
    Change vs previous 13F +24 shares

    0.01% of the 13F portfolio, value $256,900.

    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 7,011 shares
    Change vs previous 13F +251 shares

    0.01% of the 13F portfolio, value $253,500.

    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 6,760 shares
    Change vs previous 13F +1,922 shares

    0.01% of the 13F portfolio, value $248,952.

    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 4,838 shares
    Change vs previous 13F -1,054 shares

    <0.01% of the 13F portfolio, value $179,520.

    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 5,892 shares
    Change vs previous 13F -8,829 shares

    0.01% of the 13F portfolio, value $217,514.

    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 14,721 shares
    Change vs previous 13F +9,470 shares

    0.01% of the 13F portfolio, value $551,902.

    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 5,251 shares
    Change vs previous 13F -1,361 shares

    0.01% of the 13F portfolio, value $189,438.

    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 6,612 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $244,097.

    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).