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Geneos Wealth Management Inc.: JBBB position timeline

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

Geneos Wealth Management Inc. held 48,157 JBBB 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 48,157 shares
    Change vs previous 13F -38,405 shares

    0.05% of the 13F portfolio, value $2,280,234.

    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 86,562 shares
    Change vs previous 13F -46,379 shares

    0.09% of the 13F portfolio, value $4,034,655.

    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 132,941 shares
    Change vs previous 13F +5,755 shares

    0.16% of the 13F portfolio, value $6,341,290.

    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 127,186 shares
    Change vs previous 13F +22,162 shares

    0.16% of the 13F portfolio, value $6,126,565.

    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 105,024 shares
    Change vs previous 13F -6,007 shares

    0.12% of the 13F portfolio, value $5,063,217.

    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 111,031 shares
    Change vs previous 13F +88,998 shares

    0.08% of the 13F portfolio, value $5,403,905.

    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 22,033 shares
    Change vs previous 13F -199 shares

    0.04% of the 13F portfolio, value $1,083,129.

    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 22,232 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,088,232.

    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).