Geneos Wealth Management Inc.: LUMN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on LUMN, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 349 LUMN shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 349 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $2,680.
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 349 sharesChange vs previous 13F -926 shares
<0.01% of the 13F portfolio, value $2,426.
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 1,275 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $9,907.
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 1,275 sharesChange vs previous 13F -262 shares
<0.01% of the 13F portfolio, value $7,803.
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 1,537 sharesChange vs previous 13F -1,574 shares
<0.01% of the 13F portfolio, value $6,732.
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 3,111 sharesChange vs previous 13F +2,635 shares
<0.01% of the 13F portfolio, value $12,195.
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 476 sharesChange vs previous 13F -32 shares
<0.01% of the 13F portfolio, value $2,528.
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 508 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $3,607.
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).