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Disclosery

Geneos Wealth Management Inc.: MDT position timeline

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

Geneos Wealth Management Inc. held 76,274 MDT 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 76,274 shares
    Change vs previous 13F +5,888 shares

    0.12% of the 13F portfolio, value $5,966,928.

    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 70,386 shares
    Change vs previous 13F +3,460 shares

    0.14% of the 13F portfolio, value $6,098,981.

    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 66,926 shares
    Change vs previous 13F -624 shares

    0.16% of the 13F portfolio, value $6,428,906.

    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 67,550 shares
    Change vs previous 13F -259 shares

    0.16% of the 13F portfolio, value $6,433,502.

    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 67,809 shares
    Change vs previous 13F -52,617 shares

    0.14% of the 13F portfolio, value $5,910,928.

    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 120,426 shares
    Change vs previous 13F +58,168 shares

    0.16% of the 13F portfolio, value $10,821,506.

    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 62,258 shares
    Change vs previous 13F +4,224 shares

    0.17% of the 13F portfolio, value $4,973,133.

    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 58,034 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,224,833.

    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).