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Geneos Wealth Management Inc.: O position timeline

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

Geneos Wealth Management Inc. held 154,702 O 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 154,702 shares
    Change vs previous 13F +2,102 shares

    0.2% of the 13F portfolio, value $9,585,347.

    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 152,600 shares
    Change vs previous 13F +4,909 shares

    0.22% of the 13F portfolio, value $9,336,073.

    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 147,691 shares
    Change vs previous 13F -5,117 shares

    0.2% of the 13F portfolio, value $8,325,366.

    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 152,808 shares
    Change vs previous 13F -3,528 shares

    0.24% of the 13F portfolio, value $9,289,173.

    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 156,336 shares
    Change vs previous 13F -6,327 shares

    0.22% of the 13F portfolio, value $9,006,513.

    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 162,663 shares
    Change vs previous 13F +71,017 shares

    0.14% of the 13F portfolio, value $9,436,079.

    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 91,646 shares
    Change vs previous 13F +83,641 shares

    0.17% of the 13F portfolio, value $4,894,791.

    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 8,005 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $507,669.

    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).