Skip to content
Disclosery

Geneos Wealth Management Inc.: KNG position timeline

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

Geneos Wealth Management Inc. held 25,308 KNG 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 25,308 shares
    Change vs previous 13F -1,169 shares

    0.03% of the 13F portfolio, value $1,278,054.

    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 26,477 shares
    Change vs previous 13F -1,428 shares

    0.03% of the 13F portfolio, value $1,289,695.

    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 27,905 shares
    Change vs previous 13F +6,031 shares

    0.03% of the 13F portfolio, value $1,371,534.

    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 21,874 shares
    Change vs previous 13F -1,143 shares

    0.03% of the 13F portfolio, value $1,078,594.

    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 23,017 shares
    Change vs previous 13F -4,630 shares

    0.03% of the 13F portfolio, value $1,130,158.

    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 27,647 shares
    Change vs previous 13F +19,993 shares

    0.02% of the 13F portfolio, value $1,396,690.

    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 7,654 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $384,307.

    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).