Geneos Wealth Management Inc.: MGK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on MGK, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 18,794 MGK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 18,794 sharesChange vs previous 13F +15,203 shares
0.03% of the 13F portfolio, value $1,652,150.
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 3,591 sharesChange vs previous 13F -1,986 shares
0.03% of the 13F portfolio, value $1,319,311.
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 5,577 sharesChange vs previous 13F +2,667 shares
0.06% of the 13F portfolio, value $2,302,218.
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 2,910 sharesChange vs previous 13F +374 shares
0.03% of the 13F portfolio, value $1,171,186.
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 2,536 sharesChange vs previous 13F -262 shares
0.02% of the 13F portfolio, value $928,680.
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 2,798 sharesChange vs previous 13F +1,881 shares
0.01% of the 13F portfolio, value $864,422.
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 917 sharesChange vs previous 13F +46 shares
0.01% of the 13F portfolio, value $314,929.
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 871 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $280,428.
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).