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Disclosery

Geneos Wealth Management Inc.: OGE position timeline

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

Geneos Wealth Management Inc. held 7,867 OGE 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 7,867 shares
    Change vs previous 13F -393 shares

    0.01% of the 13F portfolio, value $382,808.

    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 8,260 shares
    Change vs previous 13F -470 shares

    0.01% of the 13F portfolio, value $396,150.

    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 8,730 shares
    Change vs previous 13F -394 shares

    0.01% of the 13F portfolio, value $372,771.

    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 9,124 shares
    Change vs previous 13F -1,637 shares

    0.01% of the 13F portfolio, value $422,175.

    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 10,761 shares
    Change vs previous 13F -7,379 shares

    0.01% of the 13F portfolio, value $477,573.

    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 18,140 shares
    Change vs previous 13F +10,250 shares

    0.01% of the 13F portfolio, value $833,715.

    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 7,890 shares
    Change vs previous 13F -242 shares

    0.01% of the 13F portfolio, value $325,463.

    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 8,132 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $333,575.

    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).