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Geneos Wealth Management Inc.: MLPX position timeline

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

Geneos Wealth Management Inc. held 21,176 MLPX 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 21,176 shares
    Change vs previous 13F +195 shares

    0.03% of the 13F portfolio, value $1,559,824.

    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 20,981 shares
    Change vs previous 13F +2,930 shares

    0.04% of the 13F portfolio, value $1,551,335.

    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 18,051 shares
    Change vs previous 13F +962 shares

    0.03% of the 13F portfolio, value $1,092,627.

    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 17,089 shares
    Change vs previous 13F +2,325 shares

    0.03% of the 13F portfolio, value $1,071,651.

    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 14,764 shares
    Change vs previous 13F +7,850 shares

    0.02% of the 13F portfolio, value $925,112.

    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 6,914 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $441,182.

    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).