Geneos Wealth Management Inc.: LUNA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on LUNA, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 182,600 LUNA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 182,600 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $228,250.
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 182,600 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $200,860.
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 182,600 sharesChange vs previous 13F -9,000 shares
0.01% of the 13F portfolio, value $209,990.
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 191,600 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $203,096.
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 191,600 sharesChange vs previous 13F -94,300 shares
<0.01% of the 13F portfolio, value $170,524.
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 285,900 sharesChange vs previous 13F +191,600 shares
<0.01% of the 13F portfolio, value $194,412.
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 94,300 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $203,688.
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 94,300 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $221,605.
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).