Geneos Wealth Management Inc.: KOS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on KOS, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 5,000 KOS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 5,000 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $10,550.
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 5,000 sharesChange vs previous 13F +14 shares
<0.01% of the 13F portfolio, value $13,900.
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 4,986 sharesChange vs previous 13F -14 shares
<0.01% of the 13F portfolio, value $4,537.
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 5,000 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $8,300.
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 5,000 sharesChange vs previous 13F -2,500 shares
<0.01% of the 13F portfolio, value $8,600.
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 7,500 sharesChange vs previous 13F +5,000 shares
<0.01% of the 13F portfolio, value $17,100.
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 2,500 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $8,550.
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 2,500 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $10,075.
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).