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Disclosery

Geneos Wealth Management Inc.: KDP position timeline

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

Geneos Wealth Management Inc. held 284,050 KDP 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 284,050 shares
    Change vs previous 13F +120,896 shares

    0.19% of the 13F portfolio, value $9,296,950.

    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 163,154 shares
    Change vs previous 13F +24,731 shares

    0.1% of the 13F portfolio, value $4,295,850.

    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 138,423 shares
    Change vs previous 13F -8,679 shares

    0.09% of the 13F portfolio, value $3,877,235.

    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 147,102 shares
    Change vs previous 13F +4,537 shares

    0.1% of the 13F portfolio, value $3,752,566.

    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 142,565 shares
    Change vs previous 13F -137,288 shares

    0.12% of the 13F portfolio, value $4,713,203.

    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 279,853 shares
    Change vs previous 13F +127,154 shares

    0.14% of the 13F portfolio, value $9,576,563.

    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 152,699 shares
    Change vs previous 13F +5,994 shares

    0.17% of the 13F portfolio, value $4,904,700.

    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 146,705 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,498,512.

    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).