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Disclosery

Geneos Wealth Management Inc.: MAIN position timeline

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

Geneos Wealth Management Inc. held 34,659 MAIN 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 34,659 shares
    Change vs previous 13F -6,916 shares

    0.04% of the 13F portfolio, value $1,798,109.

    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 41,575 shares
    Change vs previous 13F +6,414 shares

    0.05% of the 13F portfolio, value $2,201,835.

    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 35,161 shares
    Change vs previous 13F -2,551 shares

    0.05% of the 13F portfolio, value $2,123,348.

    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 37,712 shares
    Change vs previous 13F +902 shares

    0.06% of the 13F portfolio, value $2,398,135.

    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 36,810 shares
    Change vs previous 13F +33,158 shares

    0.05% of the 13F portfolio, value $2,175,471.

    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 3,652 shares
    Change vs previous 13F +1,821 shares

    <0.01% of the 13F portfolio, value $206,557.

    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 1,831 shares
    Change vs previous 13F +500 shares

    <0.01% of the 13F portfolio, value $107,260.

    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 1,331 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $66,736.

    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).