Geneos Wealth Management Inc.: KR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on KR, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 2,397 KR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 2,397 sharesChange vs previous 13F -153 shares
<0.01% of the 13F portfolio, value $133,105.
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 2,550 sharesChange vs previous 13F +4 shares
<0.01% of the 13F portfolio, value $184,518.
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 2,546 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $159,074.
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 2,546 sharesChange vs previous 13F -3,840 shares
<0.01% of the 13F portfolio, value $171,626.
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 6,386 sharesChange vs previous 13F -7,498 shares
0.01% of the 13F portfolio, value $458,068.
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 13,884 sharesChange vs previous 13F +10,387 shares
0.01% of the 13F portfolio, value $939,808.
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 3,497 sharesChange vs previous 13F -2 shares
0.01% of the 13F portfolio, value $213,842.
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 3,499 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $200,493.
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).