Skip to content
Disclosery

Geneos Wealth Management Inc.: LLY position timeline

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

Geneos Wealth Management Inc. held 10,543 LLY 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 10,543 shares
    Change vs previous 13F +2,867 shares

    0.26% of the 13F portfolio, value $12,645,247.

    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 7,676 shares
    Change vs previous 13F +353 shares

    0.16% of the 13F portfolio, value $7,060,409.

    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 7,323 shares
    Change vs previous 13F -171 shares

    0.19% of the 13F portfolio, value $7,870,201.

    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 7,494 shares
    Change vs previous 13F -1,514 shares

    0.15% of the 13F portfolio, value $5,717,990.

    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 9,008 shares
    Change vs previous 13F -11,813 shares

    0.17% of the 13F portfolio, value $7,022,169.

    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 20,821 shares
    Change vs previous 13F +12,240 shares

    0.25% of the 13F portfolio, value $17,195,894.

    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 8,581 shares
    Change vs previous 13F -458 shares

    0.23% of the 13F portfolio, value $6,624,808.

    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 9,039 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $8,007,694.

    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).