Geneos Wealth Management Inc.: OI position timeline

Geneos Wealth Management Inc. held 0 OI shares at 2025-09-30 per its 13F-HR filed 2025-10-22.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -741 shares

   13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 741 shares

   Change vs previous 13F -4,207 shares

   <0.01% of the 13F portfolio, value $10,922.

   13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
   Filed 2025-08-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F/A 4,948 shares

   Change vs previous 13F +4,387 shares

   <0.01% of the 13F portfolio, value $56,753.

   13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 561 shares

   Change vs previous 13F -45 shares

   <0.01% of the 13F portfolio, value $6,081.

   13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 606 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $7,951.

   13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).