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Geneos Wealth Management Inc.: JEPQ position timeline

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

Geneos Wealth Management Inc. held 157,145 JEPQ 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 157,145 shares
    Change vs previous 13F +28,802 shares

    0.2% of the 13F portfolio, value $9,658,153.

    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 128,343 shares
    Change vs previous 13F +22,486 shares

    0.17% of the 13F portfolio, value $7,125,581.

    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 105,857 shares
    Change vs previous 13F +19,727 shares

    0.15% of the 13F portfolio, value $6,152,400.

    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 86,130 shares
    Change vs previous 13F +13,352 shares

    0.13% of the 13F portfolio, value $4,954,213.

    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 72,778 shares
    Change vs previous 13F -41,628 shares

    0.1% of the 13F portfolio, value $3,959,113.

    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 114,406 shares
    Change vs previous 13F +70,453 shares

    0.09% of the 13F portfolio, value $5,923,909.

    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 43,953 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,478,046.

    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).