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Geneos Wealth Management Inc.: NVDA position timeline

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

Geneos Wealth Management Inc. held 229,769 NVDA 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 229,769 shares
    Change vs previous 13F +42,131 shares

    0.94% of the 13F portfolio, value $45,974,512.

    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 187,638 shares
    Change vs previous 13F -8,345 shares

    0.76% of the 13F portfolio, value $32,724,055.

    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 195,983 shares
    Change vs previous 13F +6,271 shares

    0.89% of the 13F portfolio, value $36,550,882.

    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 189,712 shares
    Change vs previous 13F -70,186 shares

    0.9% of the 13F portfolio, value $35,396,485.

    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 259,898 shares
    Change vs previous 13F -182,348 shares

    1% of the 13F portfolio, value $41,061,278.

    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 442,246 shares
    Change vs previous 13F +219,304 shares

    0.88% of the 13F portfolio, value $59,939,183.

    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 222,942 shares
    Change vs previous 13F +28,825 shares

    1.05% of the 13F portfolio, value $29,938,869.

    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 194,117 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $23,573,617.

    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).