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Geneos Wealth Management Inc.: LMBS position timeline

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

Geneos Wealth Management Inc. held 239,372 LMBS 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 239,372 shares
    Change vs previous 13F +5,166 shares

    0.24% of the 13F portfolio, value $11,915,951.

    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 234,206 shares
    Change vs previous 13F +36,106 shares

    0.27% of the 13F portfolio, value $11,665,817.

    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 198,100 shares
    Change vs previous 13F -109,690 shares

    0.24% of the 13F portfolio, value $9,903,000.

    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 307,790 shares
    Change vs previous 13F +2,156 shares

    0.39% of the 13F portfolio, value $15,324,884.

    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 305,634 shares
    Change vs previous 13F -122,111 shares

    0.37% of the 13F portfolio, value $15,055,540.

    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 427,745 shares
    Change vs previous 13F +302,192 shares

    0.31% of the 13F portfolio, value $21,027,895.

    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 125,553 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,110,644.

    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).