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Geneos Wealth Management Inc.: JCPB position timeline

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

Geneos Wealth Management Inc. held 17,717 JCPB 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 17,717 shares
    Change vs previous 13F +405 shares

    0.02% of the 13F portfolio, value $831,630.

    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 17,312 shares
    Change vs previous 13F +2,494 shares

    0.02% of the 13F portfolio, value $815,049.

    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 14,818 shares
    Change vs previous 13F +1,178 shares

    0.02% of the 13F portfolio, value $701,632.

    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 13,640 shares
    Change vs previous 13F +3,121 shares

    0.02% of the 13F portfolio, value $648,582.

    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 10,519 shares
    Change vs previous 13F -11,978 shares

    0.01% of the 13F portfolio, value $495,024.

    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 22,497 shares
    Change vs previous 13F +15,335 shares

    0.02% of the 13F portfolio, value $1,058,259.

    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 7,162 shares
    Change vs previous 13F +1,567 shares

    0.01% of the 13F portfolio, value $329,953.

    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 5,595 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $269,903.

    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).