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Geneos Wealth Management Inc.: KOMP position timeline

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

Geneos Wealth Management Inc. held 32,956 KOMP 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 32,956 shares
    Change vs previous 13F +508 shares

    0.05% of the 13F portfolio, value $2,356,354.

    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 32,448 shares
    Change vs previous 13F +2,192 shares

    0.04% of the 13F portfolio, value $1,897,559.

    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 30,256 shares
    Change vs previous 13F -530 shares

    0.04% of the 13F portfolio, value $1,807,191.

    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 30,786 shares
    Change vs previous 13F -3,602 shares

    0.05% of the 13F portfolio, value $1,916,736.

    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 34,388 shares
    Change vs previous 13F -35,974 shares

    0.05% of the 13F portfolio, value $1,870,019.

    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 70,362 shares
    Change vs previous 13F +34,429 shares

    0.05% of the 13F portfolio, value $3,271,130.

    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 35,933 shares
    Change vs previous 13F +3,127 shares

    0.06% of the 13F portfolio, value $1,826,478.

    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 32,806 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,618,341.

    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).