Geneos Wealth Management Inc.: JPC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on JPC, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 186,542 JPC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 186,542 sharesChange vs previous 13F -12,430 shares
0.03% of the 13F portfolio, value $1,469,951.
13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 198,972 sharesChange vs previous 13F +2,107 shares
0.03% of the 13F portfolio, value $1,500,249.
13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 196,865 sharesChange vs previous 13F +1,509 shares
0.04% of the 13F portfolio, value $1,596,575.
13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 195,356 sharesChange vs previous 13F -12,899 shares
0.04% of the 13F portfolio, value $1,601,919.
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 208,255 sharesChange vs previous 13F -178,442 shares
0.04% of the 13F portfolio, value $1,670,205.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 386,697 sharesChange vs previous 13F +215,381 shares
0.05% of the 13F portfolio, value $3,266,632.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 171,316 sharesChange vs previous 13F +4,078 shares
0.05% of the 13F portfolio, value $1,346,544.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 167,238 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $1,349,611.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).