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Disclosery

Geneos Wealth Management Inc.: MSOS position timeline

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

Geneos Wealth Management Inc. held 152,346 MSOS 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 152,346 shares
    Change vs previous 13F +25,500 shares

    0.02% of the 13F portfolio, value $773,918.

    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 126,846 shares
    Change vs previous 13F +36,650 shares

    0.01% of the 13F portfolio, value $450,303.

    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 90,196 shares
    Change vs previous 13F -26,618 shares

    0.01% of the 13F portfolio, value $425,725.

    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 116,814 shares
    Change vs previous 13F +3,500 shares

    0.01% of the 13F portfolio, value $559,539.

    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 113,314 shares
    Change vs previous 13F -126,414 shares

    0.01% of the 13F portfolio, value $273,087.

    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 239,728 shares
    Change vs previous 13F +113,824 shares

    0.01% of the 13F portfolio, value $625,690.

    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 125,904 shares
    Change vs previous 13F -4,950 shares

    0.02% of the 13F portfolio, value $479,694.

    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 130,854 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $938,223.

    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).