Geneos Wealth Management Inc.: KHC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on KHC, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 8,130 KHC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 8,130 sharesChange vs previous 13F +3,817 shares
<0.01% of the 13F portfolio, value $192,019.
13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,313 sharesChange vs previous 13F -2,099 shares
<0.01% of the 13F portfolio, value $97,009.
13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,412 sharesChange vs previous 13F -3,341 shares
<0.01% of the 13F portfolio, value $155,494.
13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,753 sharesChange vs previous 13F -2,816 shares
0.01% of the 13F portfolio, value $253,963.
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,569 sharesChange vs previous 13F -11,316 shares
0.01% of the 13F portfolio, value $324,526.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 23,885 sharesChange vs previous 13F +12,872 shares
0.01% of the 13F portfolio, value $845,172.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,013 sharesChange vs previous 13F -3,697 shares
0.01% of the 13F portfolio, value $338,219.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,710 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $516,480.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).