Geneos Wealth Management Inc.: LDOS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on LDOS, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 833 LDOS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 833 sharesChange vs previous 13F -8,255 shares
<0.01% of the 13F portfolio, value $85,774.
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 9,088 sharesChange vs previous 13F -1,338 shares
0.03% of the 13F portfolio, value $1,413,393.
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 10,426 sharesChange vs previous 13F -956 shares
0.05% of the 13F portfolio, value $1,880,873.
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 11,382 sharesChange vs previous 13F +415 shares
0.05% of the 13F portfolio, value $2,150,759.
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 10,967 sharesChange vs previous 13F -9,764 shares
0.04% of the 13F portfolio, value $1,730,161.
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 20,731 sharesChange vs previous 13F +12,628 shares
0.04% of the 13F portfolio, value $2,797,441.
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 8,103 sharesChange vs previous 13F -112 shares
0.04% of the 13F portfolio, value $1,167,318.
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 8,215 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $1,339,045.
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).