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Disclosery

Geneos Wealth Management Inc.: MO position timeline

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

Geneos Wealth Management Inc. held 44,846 MO 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 44,846 shares
    Change vs previous 13F -1,139 shares

    0.07% of the 13F portfolio, value $3,226,660.

    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 45,985 shares
    Change vs previous 13F +2,971 shares

    0.07% of the 13F portfolio, value $3,034,581.

    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 43,014 shares
    Change vs previous 13F +818 shares

    0.06% of the 13F portfolio, value $2,480,194.

    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 42,196 shares
    Change vs previous 13F -12,668 shares

    0.07% of the 13F portfolio, value $2,787,479.

    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 54,864 shares
    Change vs previous 13F -31,086 shares

    0.08% of the 13F portfolio, value $3,216,672.

    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 85,950 shares
    Change vs previous 13F +51,397 shares

    0.1% of the 13F portfolio, value $6,495,195.

    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 34,553 shares
    Change vs previous 13F -2,949 shares

    0.06% of the 13F portfolio, value $1,806,793.

    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 37,502 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,914,113.

    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).