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Disclosery

Geneos Wealth Management Inc.: KMI position timeline

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

Geneos Wealth Management Inc. held 331,434 KMI 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 331,434 shares
    Change vs previous 13F +2,674 shares

    0.22% of the 13F portfolio, value $10,595,960.

    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 328,760 shares
    Change vs previous 13F -23,620 shares

    0.26% of the 13F portfolio, value $11,023,331.

    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 352,380 shares
    Change vs previous 13F +11,733 shares

    0.24% of the 13F portfolio, value $9,686,926.

    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 340,647 shares
    Change vs previous 13F +5,366 shares

    0.24% of the 13F portfolio, value $9,643,724.

    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 335,281 shares
    Change vs previous 13F -179,009 shares

    0.24% of the 13F portfolio, value $9,857,268.

    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 514,290 shares
    Change vs previous 13F +329,306 shares

    0.21% of the 13F portfolio, value $14,672,683.

    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 184,984 shares
    Change vs previous 13F +4,862 shares

    0.18% of the 13F portfolio, value $5,068,561.

    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 180,122 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,978,894.

    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).