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Geneos Wealth Management Inc.: NET position timeline

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

Geneos Wealth Management Inc. held 9,315 NET 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 9,315 shares
    Change vs previous 13F +77 shares

    0.05% of the 13F portfolio, value $2,284,783.

    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 9,238 shares
    Change vs previous 13F -1,387 shares

    0.04% of the 13F portfolio, value $1,906,169.

    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 10,625 shares
    Change vs previous 13F -849 shares

    0.05% of the 13F portfolio, value $2,094,719.

    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 11,474 shares
    Change vs previous 13F -662 shares

    0.06% of the 13F portfolio, value $2,462,206.

    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 12,136 shares
    Change vs previous 13F -17,771 shares

    0.06% of the 13F portfolio, value $2,376,593.

    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 29,907 shares
    Change vs previous 13F +17,335 shares

    0.05% of the 13F portfolio, value $3,469,274.

    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 12,572 shares
    Change vs previous 13F -43 shares

    0.05% of the 13F portfolio, value $1,353,753.

    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 12,615 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,020,427.

    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).