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Geneos Wealth Management Inc.: MBB position timeline

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

Geneos Wealth Management Inc. held 161,055 MBB 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 161,055 shares
    Change vs previous 13F +4,523 shares

    0.31% of the 13F portfolio, value $15,222,901.

    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 156,532 shares
    Change vs previous 13F +41,030 shares

    0.34% of the 13F portfolio, value $14,862,759.

    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 115,502 shares
    Change vs previous 13F -2,891 shares

    0.27% of the 13F portfolio, value $10,998,054.

    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 118,393 shares
    Change vs previous 13F -12,056 shares

    0.29% of the 13F portfolio, value $11,265,069.

    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 130,449 shares
    Change vs previous 13F -75,610 shares

    0.3% of the 13F portfolio, value $12,247,894.

    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 206,059 shares
    Change vs previous 13F +120,743 shares

    0.3% of the 13F portfolio, value $20,239,436.

    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 85,316 shares
    Change vs previous 13F +1,198 shares

    0.27% of the 13F portfolio, value $7,821,755.

    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 84,118 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $8,059,365.

    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).