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Geneos Wealth Management Inc.: JGRO position timeline

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

Geneos Wealth Management Inc. held 57,524 JGRO 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 57,524 shares
    Change vs previous 13F -33,180 shares

    0.12% of the 13F portfolio, value $5,671,291.

    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 90,704 shares
    Change vs previous 13F -43,500 shares

    0.18% of the 13F portfolio, value $7,666,302.

    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 134,204 shares
    Change vs previous 13F +2,725 shares

    0.3% of the 13F portfolio, value $12,454,131.

    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 131,479 shares
    Change vs previous 13F +1,728 shares

    0.31% of the 13F portfolio, value $12,326,156.

    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 129,751 shares
    Change vs previous 13F -115,369 shares

    0.27% of the 13F portfolio, value $11,167,669.

    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 245,120 shares
    Change vs previous 13F +133,517 shares

    0.26% of the 13F portfolio, value $18,087,405.

    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 111,603 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $9,043,191.

    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).