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Disclosery

Geneos Wealth Management Inc.: JEPI position timeline

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

Geneos Wealth Management Inc. held 302,976 JEPI 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 302,976 shares
    Change vs previous 13F +55,652 shares

    0.35% of the 13F portfolio, value $17,112,103.

    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 247,324 shares
    Change vs previous 13F +29,019 shares

    0.33% of the 13F portfolio, value $14,018,319.

    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 218,305 shares
    Change vs previous 13F +30,567 shares

    0.31% of the 13F portfolio, value $12,495,794.

    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 187,738 shares
    Change vs previous 13F -98,078 shares

    0.27% of the 13F portfolio, value $10,719,823.

    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 285,816 shares
    Change vs previous 13F -242,964 shares

    0.4% of the 13F portfolio, value $16,248,651.

    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 528,780 shares
    Change vs previous 13F +295,116 shares

    0.44% of the 13F portfolio, value $30,214,501.

    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 233,664 shares
    Change vs previous 13F +2,421 shares

    0.47% of the 13F portfolio, value $13,442,700.

    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 231,243 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $13,761,297.

    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).