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Geneos Wealth Management Inc.: LAC position timeline

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

Geneos Wealth Management Inc. held 2,854 LAC 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 2,854 shares
    Change vs previous 13F +50 shares

    <0.01% of the 13F portfolio, value $10,988.

    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 2,804 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $11,076.

    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 2,804 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $12,225.

    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 2,704 shares
    Change vs previous 13F +476 shares

    <0.01% of the 13F portfolio, value $15,440.

    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 2,228 shares
    Change vs previous 13F -2,584 shares

    <0.01% of the 13F portfolio, value $5,971.

    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 4,812 shares
    Change vs previous 13F +2,658 shares

    <0.01% of the 13F portfolio, value $13,040.

    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 2,154 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,397.

    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).