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Geneos Wealth Management Inc.: MSFT position timeline

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

Geneos Wealth Management Inc. held 99,678 MSFT 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 99,678 shares
    Change vs previous 13F -1,003 shares

    0.76% of the 13F portfolio, value $37,182,013.

    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 100,681 shares
    Change vs previous 13F -2,125 shares

    0.86% of the 13F portfolio, value $37,269,019.

    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 102,806 shares
    Change vs previous 13F +2,400 shares

    1.22% of the 13F portfolio, value $49,719,244.

    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 100,406 shares
    Change vs previous 13F -21,313 shares

    1.32% of the 13F portfolio, value $52,005,339.

    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 121,719 shares
    Change vs previous 13F -104,134 shares

    1.48% of the 13F portfolio, value $60,544,322.

    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 225,853 shares
    Change vs previous 13F +140,775 shares

    1.24% of the 13F portfolio, value $84,782,874.

    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 85,078 shares
    Change vs previous 13F +2,022 shares

    1.26% of the 13F portfolio, value $35,860,431.

    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 83,056 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $35,738,922.

    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).