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Geneos Wealth Management Inc.: NEE position timeline

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

Geneos Wealth Management Inc. held 125,697 NEE 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 125,697 shares
    Change vs previous 13F -4,813 shares

    0.23% of the 13F portfolio, value $11,032,404.

    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 130,510 shares
    Change vs previous 13F -306 shares

    0.28% of the 13F portfolio, value $12,121,749.

    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 130,816 shares
    Change vs previous 13F -1,584 shares

    0.26% of the 13F portfolio, value $10,501,893.

    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 132,400 shares
    Change vs previous 13F -11,354 shares

    0.25% of the 13F portfolio, value $9,994,912.

    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 143,754 shares
    Change vs previous 13F -124,845 shares

    0.24% of the 13F portfolio, value $9,979,396.

    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 268,599 shares
    Change vs previous 13F +153,121 shares

    0.28% of the 13F portfolio, value $19,040,983.

    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 115,478 shares
    Change vs previous 13F +23,528 shares

    0.29% of the 13F portfolio, value $8,278,621.

    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 91,950 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $7,772,536.

    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).