Skip to content
Disclosery

Geneos Wealth Management Inc.: IMFL position timeline

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

Geneos Wealth Management Inc. held 430,046 IMFL 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 430,046 shares
    Change vs previous 13F +55,965 shares

    0.3% of the 13F portfolio, value $14,767,780.

    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 374,081 shares
    Change vs previous 13F +23,513 shares

    0.27% of the 13F portfolio, value $11,835,923.

    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 350,568 shares
    Change vs previous 13F +11,544 shares

    0.26% of the 13F portfolio, value $10,443,421.

    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 339,024 shares
    Change vs previous 13F +16,853 shares

    0.24% of the 13F portfolio, value $9,384,184.

    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 322,171 shares
    Change vs previous 13F +220,540 shares

    0.22% of the 13F portfolio, value $8,917,693.

    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 101,631 shares
    Change vs previous 13F +49,247 shares

    0.04% of the 13F portfolio, value $2,501,139.

    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 52,384 shares
    Change vs previous 13F +10,658 shares

    0.04% of the 13F portfolio, value $1,229,976.

    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 41,726 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,064,013.

    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).