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Disclosery

Geneos Wealth Management Inc.: NVO position timeline

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

Geneos Wealth Management Inc. held 5,580 NVO 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 5,580 shares
    Change vs previous 13F +267 shares

    0.01% of the 13F portfolio, value $267,498.

    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 5,313 shares
    Change vs previous 13F +91 shares

    <0.01% of the 13F portfolio, value $195,258.

    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 5,222 shares
    Change vs previous 13F -7,734 shares

    0.01% of the 13F portfolio, value $265,675.

    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 12,956 shares
    Change vs previous 13F -4,859 shares

    0.02% of the 13F portfolio, value $718,907.

    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 17,815 shares
    Change vs previous 13F -28,558 shares

    0.03% of the 13F portfolio, value $1,229,611.

    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 46,373 shares
    Change vs previous 13F +27,054 shares

    0.05% of the 13F portfolio, value $3,220,129.

    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 19,319 shares
    Change vs previous 13F -2,483 shares

    0.06% of the 13F portfolio, value $1,661,780.

    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 21,802 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,595,977.

    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).