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Disclosery

Geneos Wealth Management Inc.: NLR position timeline

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

Geneos Wealth Management Inc. held 12,420 NLR 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 12,420 shares
    Change vs previous 13F -452 shares

    0.03% of the 13F portfolio, value $1,440,500.

    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 12,872 shares
    Change vs previous 13F -6,533 shares

    0.04% of the 13F portfolio, value $1,714,454.

    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 19,405 shares
    Change vs previous 13F +3,806 shares

    0.06% of the 13F portfolio, value $2,410,132.

    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 15,599 shares
    Change vs previous 13F +9,880 shares

    0.05% of the 13F portfolio, value $2,116,004.

    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 5,719 shares
    Change vs previous 13F +1,850 shares

    0.02% of the 13F portfolio, value $635,838.

    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 3,869 shares
    Change vs previous 13F +3,478 shares

    <0.01% of the 13F portfolio, value $283,482.

    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 391 shares
    Change vs previous 13F +235 shares

    <0.01% of the 13F portfolio, value $31,804.

    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 156 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,034.

    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).