Geneos Wealth Management Inc.: LEN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on LEN, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 704 LEN shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 704 sharesChange vs previous 13F +345 shares
<0.01% of the 13F portfolio, value $63,733.
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 359 sharesChange vs previous 13F -476 shares
<0.01% of the 13F portfolio, value $31,176.
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 835 sharesChange vs previous 13F +231 shares
<0.01% of the 13F portfolio, value $85,870.
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 604 sharesChange vs previous 13F -393 shares
<0.01% of the 13F portfolio, value $76,137.
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 997 sharesChange vs previous 13F -1,076 shares
<0.01% of the 13F portfolio, value $110,236.
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 2,073 sharesChange vs previous 13F +1,538 shares
<0.01% of the 13F portfolio, value $237,971.
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 535 sharesChange vs previous 13F -1 shares
<0.01% of the 13F portfolio, value $72,940.
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 536 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $100,480.
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).