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Disclosery

Geneos Wealth Management Inc.: LUV position timeline

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

Geneos Wealth Management Inc. held 7,427 LUV 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 7,427 shares
    Change vs previous 13F -386 shares

    0.01% of the 13F portfolio, value $381,920.

    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 7,813 shares
    Change vs previous 13F -1,030 shares

    0.01% of the 13F portfolio, value $293,531.

    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 8,843 shares
    Change vs previous 13F -2,143 shares

    0.01% of the 13F portfolio, value $365,487.

    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 10,986 shares
    Change vs previous 13F -734 shares

    0.01% of the 13F portfolio, value $350,555.

    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 11,720 shares
    Change vs previous 13F -8,753 shares

    0.01% of the 13F portfolio, value $380,201.

    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 20,473 shares
    Change vs previous 13F +11,118 shares

    0.01% of the 13F portfolio, value $687,471.

    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 9,355 shares
    Change vs previous 13F -106 shares

    0.01% of the 13F portfolio, value $314,502.

    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 9,461 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $280,318.

    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).