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Geneos Wealth Management Inc.: JQUA position timeline

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

Geneos Wealth Management Inc. held 331,532 JQUA 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 331,532 shares
    Change vs previous 13F +26,046 shares

    0.49% of the 13F portfolio, value $23,963,149.

    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 305,486 shares
    Change vs previous 13F +23,003 shares

    0.43% of the 13F portfolio, value $18,732,392.

    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 282,483 shares
    Change vs previous 13F +12,785 shares

    0.44% of the 13F portfolio, value $17,847,266.

    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 269,698 shares
    Change vs previous 13F +18,997 shares

    0.43% of the 13F portfolio, value $16,966,691.

    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 250,701 shares
    Change vs previous 13F -81,652 shares

    0.37% of the 13F portfolio, value $15,054,585.

    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 332,353 shares
    Change vs previous 13F +219,294 shares

    0.27% of the 13F portfolio, value $18,767,981.

    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 113,059 shares
    Change vs previous 13F +3,219 shares

    0.23% of the 13F portfolio, value $6,474,905.

    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 109,840 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,213,628.

    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).