Geneos Wealth Management Inc.: KMX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on KMX, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 2,057 KMX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 2,057 sharesChange vs previous 13F -20 shares
<0.01% of the 13F portfolio, value $108,795.
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 2,077 sharesChange vs previous 13F -17,804 shares
<0.01% of the 13F portfolio, value $86,362.
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 19,881 sharesChange vs previous 13F +1,016 shares
0.02% of the 13F portfolio, value $768,202.
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 18,865 sharesChange vs previous 13F +205 shares
0.02% of the 13F portfolio, value $846,473.
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 18,660 sharesChange vs previous 13F -16,444 shares
0.03% of the 13F portfolio, value $1,254,139.
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 35,104 sharesChange vs previous 13F +14,991 shares
0.04% of the 13F portfolio, value $2,735,303.
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 20,113 sharesChange vs previous 13F +1,120 shares
0.06% of the 13F portfolio, value $1,644,439.
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 18,993 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $1,469,678.
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).