Geneos Wealth Management Inc.: MDYG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on MDYG, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 30,319 MDYG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 30,319 sharesChange vs previous 13F -119 shares
0.07% of the 13F portfolio, value $3,398,478.
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 30,438 sharesChange vs previous 13F +63 shares
0.07% of the 13F portfolio, value $2,920,871.
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 30,375 sharesChange vs previous 13F +2,286 shares
0.07% of the 13F portfolio, value $2,807,520.
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 28,089 sharesChange vs previous 13F +18 shares
0.07% of the 13F portfolio, value $2,571,788.
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 28,071 sharesChange vs previous 13F -28,103 shares
0.06% of the 13F portfolio, value $2,438,493.
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 56,174 sharesChange vs previous 13F +28,777 shares
0.07% of the 13F portfolio, value $4,463,645.
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 27,397 sharesChange vs previous 13F +270 shares
0.08% of the 13F portfolio, value $2,380,526.
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 27,127 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $2,380,148.
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).