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Geneos Wealth Management Inc.: JEMA position timeline

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

Geneos Wealth Management Inc. held 816 JEMA 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 816 shares
    Change vs previous 13F -1,921 shares

    <0.01% of the 13F portfolio, value $52,126.

    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 2,737 shares
    Change vs previous 13F -297 shares

    <0.01% of the 13F portfolio, value $142,406.

    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 3,034 shares
    Change vs previous 13F +78 shares

    <0.01% of the 13F portfolio, value $148,666.

    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 2,956 shares
    Change vs previous 13F +647 shares

    <0.01% of the 13F portfolio, value $140,558.

    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 2,309 shares
    Change vs previous 13F -2,140 shares

    <0.01% of the 13F portfolio, value $99,402.

    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 4,449 shares
    Change vs previous 13F +3,053 shares

    <0.01% of the 13F portfolio, value $170,219.

    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 1,396 shares
    Change vs previous 13F +116 shares

    <0.01% of the 13F portfolio, value $52,224.

    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 1,280 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $51,955.

    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).