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Disclosery

Geneos Wealth Management Inc.: KYN position timeline

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

Geneos Wealth Management Inc. held 13,058 KYN 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 13,058 shares
    Change vs previous 13F +226 shares

    <0.01% of the 13F portfolio, value $180,592.

    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 12,832 shares
    Change vs previous 13F +207 shares

    <0.01% of the 13F portfolio, value $183,241.

    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 12,625 shares
    Change vs previous 13F +201 shares

    <0.01% of the 13F portfolio, value $156,298.

    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 12,424 shares
    Change vs previous 13F +190 shares

    <0.01% of the 13F portfolio, value $153,685.

    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 12,234 shares
    Change vs previous 13F -16,354 shares

    <0.01% of the 13F portfolio, value $155,616.

    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 28,588 shares
    Change vs previous 13F +16,721 shares

    0.01% of the 13F portfolio, value $366,785.

    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 11,867 shares
    Change vs previous 13F +143 shares

    0.01% of the 13F portfolio, value $150,830.

    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 11,724 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $128,964.

    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).