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Geneos Wealth Management Inc.: JBND position timeline

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

Geneos Wealth Management Inc. held 7,472 JBND 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 7,472 shares
    Change vs previous 13F -1,057 shares

    0.01% of the 13F portfolio, value $399,746.

    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 8,529 shares
    Change vs previous 13F +3,293 shares

    0.01% of the 13F portfolio, value $458,616.

    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 5,236 shares
    Change vs previous 13F +2,519 shares

    0.01% of the 13F portfolio, value $283,098.

    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 2,717 shares
    Change vs previous 13F +597 shares

    <0.01% of the 13F portfolio, value $147,180.

    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 2,120 shares
    Change vs previous 13F -947 shares

    <0.01% of the 13F portfolio, value $113,625.

    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 3,067 shares
    Change vs previous 13F +908 shares

    <0.01% of the 13F portfolio, value $164,169.

    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 2,159 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $112,786.

    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).