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Disclosery

Geneos Wealth Management Inc.: MOAT position timeline

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

Geneos Wealth Management Inc. held 257,808 MOAT 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 257,808 shares
    Change vs previous 13F +4,717 shares

    0.55% of the 13F portfolio, value $26,801,691.

    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 253,091 shares
    Change vs previous 13F -8,547 shares

    0.57% of the 13F portfolio, value $24,473,858.

    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 261,638 shares
    Change vs previous 13F -33,543 shares

    0.66% of the 13F portfolio, value $27,095,214.

    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 295,181 shares
    Change vs previous 13F -21,357 shares

    0.74% of the 13F portfolio, value $29,255,357.

    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 316,538 shares
    Change vs previous 13F -354,949 shares

    0.73% of the 13F portfolio, value $29,688,125.

    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 671,487 shares
    Change vs previous 13F +337,792 shares

    0.86% of the 13F portfolio, value $59,090,887.

    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 333,695 shares
    Change vs previous 13F +28,200 shares

    1.08% of the 13F portfolio, value $30,943,543.

    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 305,495 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $29,617,732.

    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).