Geneos Wealth Management Inc.: INFY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on INFY, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 916 INFY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 916 sharesChange vs previous 13F -76,257 shares
<0.01% of the 13F portfolio, value $9,609.
13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 77,173 sharesChange vs previous 13F +24,422 shares
0.02% of the 13F portfolio, value $1,042,606.
13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 52,751 sharesChange vs previous 13F -28,884 shares
0.02% of the 13F portfolio, value $940,021.
13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 81,635 sharesChange vs previous 13F +11,269 shares
0.03% of the 13F portfolio, value $1,328,201.
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 70,366 sharesChange vs previous 13F -54,517 shares
0.03% of the 13F portfolio, value $1,303,882.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 124,883 sharesChange vs previous 13F +76,964 shares
0.03% of the 13F portfolio, value $2,295,467.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 47,919 sharesChange vs previous 13F +682 shares
0.04% of the 13F portfolio, value $1,050,384.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 47,237 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,051,968.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).