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Disclosery

Geneos Wealth Management Inc.: META position timeline

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

Geneos Wealth Management Inc. held 27,950 META 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 27,950 shares
    Change vs previous 13F +9,700 shares

    0.32% of the 13F portfolio, value $15,743,684.

    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 18,250 shares
    Change vs previous 13F -1,067 shares

    0.24% of the 13F portfolio, value $10,441,550.

    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 19,317 shares
    Change vs previous 13F +1,546 shares

    0.31% of the 13F portfolio, value $12,750,865.

    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 17,771 shares
    Change vs previous 13F -5,485 shares

    0.33% of the 13F portfolio, value $13,050,438.

    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 23,256 shares
    Change vs previous 13F -21,450 shares

    0.42% of the 13F portfolio, value $17,164,921.

    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 44,706 shares
    Change vs previous 13F +27,729 shares

    0.38% of the 13F portfolio, value $25,766,453.

    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 16,977 shares
    Change vs previous 13F +387 shares

    0.35% of the 13F portfolio, value $9,939,942.

    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 16,590 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $9,497,013.

    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).