Skip to content
Disclosery

Geneos Wealth Management Inc.: JPIB position timeline

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

Geneos Wealth Management Inc. held 28,687 JPIB 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 28,687 shares
    Change vs previous 13F +921 shares

    0.03% of the 13F portfolio, value $1,387,019.

    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 27,766 shares
    Change vs previous 13F +5,417 shares

    0.03% of the 13F portfolio, value $1,327,771.

    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 22,349 shares
    Change vs previous 13F +698 shares

    0.03% of the 13F portfolio, value $1,088,396.

    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 21,651 shares
    Change vs previous 13F +1,217 shares

    0.03% of the 13F portfolio, value $1,061,549.

    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 20,434 shares
    Change vs previous 13F -21,015 shares

    0.02% of the 13F portfolio, value $993,501.

    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 41,449 shares
    Change vs previous 13F +21,795 shares

    0.03% of the 13F portfolio, value $1,984,993.

    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 19,654 shares
    Change vs previous 13F +596 shares

    0.03% of the 13F portfolio, value $928,848.

    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 19,058 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $927,362.

    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).