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Geneos Wealth Management Inc.: JPIE position timeline

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

Geneos Wealth Management Inc. held 229,432 JPIE 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 229,432 shares
    Change vs previous 13F -94,915 shares

    0.22% of the 13F portfolio, value $10,565,342.

    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 324,347 shares
    Change vs previous 13F -13,260 shares

    0.35% of the 13F portfolio, value $14,942,665.

    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 337,607 shares
    Change vs previous 13F +33,518 shares

    0.38% of the 13F portfolio, value $15,627,825.

    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 304,089 shares
    Change vs previous 13F +60,238 shares

    0.36% of the 13F portfolio, value $14,112,768.

    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 243,851 shares
    Change vs previous 13F -35,458 shares

    0.28% of the 13F portfolio, value $11,295,176.

    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 279,309 shares
    Change vs previous 13F +209,836 shares

    0.19% of the 13F portfolio, value $12,867,762.

    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 69,473 shares
    Change vs previous 13F +9,040 shares

    0.11% of the 13F portfolio, value $3,169,357.

    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 60,433 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,803,487.

    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).