Skip to content
Disclosery

Geneos Wealth Management Inc.: NFG position timeline

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

Geneos Wealth Management Inc. held 2,439 NFG 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 2,439 shares
    Change vs previous 13F -16 shares

    <0.01% of the 13F portfolio, value $188,315.

    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 2,455 shares
    Change vs previous 13F -41 shares

    0.01% of the 13F portfolio, value $230,672.

    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 2,496 shares
    Change vs previous 13F +39 shares

    <0.01% of the 13F portfolio, value $199,830.

    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 2,457 shares
    Change vs previous 13F -4,332 shares

    0.01% of the 13F portfolio, value $226,953.

    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 6,789 shares
    Change vs previous 13F -10,101 shares

    0.01% of the 13F portfolio, value $575,096.

    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 16,890 shares
    Change vs previous 13F +10,984 shares

    0.02% of the 13F portfolio, value $1,337,519.

    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 5,906 shares
    Change vs previous 13F +280 shares

    0.01% of the 13F portfolio, value $358,376.

    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 5,626 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $340,992.

    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).