Geneos Wealth Management Inc.: KRG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on KRG, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 14,650 KRG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 14,650 sharesChange vs previous 13F +16 shares
0.01% of the 13F portfolio, value $415,774.
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 14,634 sharesChange vs previous 13F +27 shares
0.01% of the 13F portfolio, value $359,255.
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 14,607 sharesChange vs previous 13F +18 shares
0.01% of the 13F portfolio, value $350,122.
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 14,589 sharesChange vs previous 13F -679 shares
0.01% of the 13F portfolio, value $325,338.
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 15,268 sharesChange vs previous 13F -6,108 shares
0.01% of the 13F portfolio, value $345,820.
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 21,376 sharesChange vs previous 13F +11,534 shares
0.01% of the 13F portfolio, value $478,167.
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 9,842 sharesChange vs previous 13F +13 shares
0.01% of the 13F portfolio, value $248,424.
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 9,829 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $261,053.
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).