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Disclosery

Geneos Wealth Management Inc.: JAAA position timeline

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

Geneos Wealth Management Inc. held 370,234 JAAA 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 370,234 shares
    Change vs previous 13F +21,133 shares

    0.38% of the 13F portfolio, value $18,693,133.

    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 349,101 shares
    Change vs previous 13F +19,484 shares

    0.41% of the 13F portfolio, value $17,584,220.

    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 329,617 shares
    Change vs previous 13F -5,728 shares

    0.41% of the 13F portfolio, value $16,672,038.

    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 335,345 shares
    Change vs previous 13F -58,220 shares

    0.43% of the 13F portfolio, value $17,028,839.

    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 393,565 shares
    Change vs previous 13F -335,659 shares

    0.49% of the 13F portfolio, value $19,973,421.

    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 729,224 shares
    Change vs previous 13F +464,005 shares

    0.54% of the 13F portfolio, value $36,978,953.

    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 265,219 shares
    Change vs previous 13F +28,372 shares

    0.47% of the 13F portfolio, value $13,449,273.

    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 236,847 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $12,050,755.

    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).