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Disclosery

Geneos Wealth Management Inc.: MUB position timeline

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

Geneos Wealth Management Inc. held 7,994 MUB 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 7,994 shares
    Change vs previous 13F -373 shares

    0.02% of the 13F portfolio, value $860,293.

    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 8,367 shares
    Change vs previous 13F +2,751 shares

    0.02% of the 13F portfolio, value $888,130.

    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 5,616 shares
    Change vs previous 13F +101 shares

    0.01% of the 13F portfolio, value $601,534.

    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 5,515 shares
    Change vs previous 13F -38,890 shares

    0.01% of the 13F portfolio, value $587,292.

    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 44,405 shares
    Change vs previous 13F -92,985 shares

    0.11% of the 13F portfolio, value $4,639,434.

    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 137,390 shares
    Change vs previous 13F +93,389 shares

    0.21% of the 13F portfolio, value $14,486,401.

    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 44,001 shares
    Change vs previous 13F +1,063 shares

    0.16% of the 13F portfolio, value $4,688,307.

    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 42,938 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,664,355.

    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).