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Disclosery

Geneos Wealth Management Inc.: JPST position timeline

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

Geneos Wealth Management Inc. held 144,677 JPST 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 144,677 shares
    Change vs previous 13F -2,671 shares

    0.15% of the 13F portfolio, value $7,316,301.

    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 147,348 shares
    Change vs previous 13F -874 shares

    0.17% of the 13F portfolio, value $7,457,273.

    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 148,222 shares
    Change vs previous 13F +16,435 shares

    0.18% of the 13F portfolio, value $7,498,539.

    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 131,787 shares
    Change vs previous 13F +6,655 shares

    0.17% of the 13F portfolio, value $6,685,573.

    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 125,132 shares
    Change vs previous 13F -106,718 shares

    0.15% of the 13F portfolio, value $6,341,677.

    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 231,850 shares
    Change vs previous 13F +142,180 shares

    0.17% of the 13F portfolio, value $11,738,528.

    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 89,670 shares
    Change vs previous 13F +1,996 shares

    0.16% of the 13F portfolio, value $4,516,673.

    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 87,674 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,448,584.

    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).