Geneos Wealth Management Inc.: MEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on MEM, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 34,774 MEM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 34,774 sharesChange vs previous 13F +4,300 shares
0.03% of the 13F portfolio, value $1,573,871.
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 30,474 sharesChange vs previous 13F +579 shares
0.03% of the 13F portfolio, value $1,131,804.
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 29,895 sharesChange vs previous 13F -1,500 shares
0.03% of the 13F portfolio, value $1,070,540.
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 31,395 sharesChange vs previous 13F -6,400 shares
0.03% of the 13F portfolio, value $1,137,755.
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 37,795 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,228,338.
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).