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Disclosery

Geneos Wealth Management Inc.: OKLO position timeline

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

Geneos Wealth Management Inc. held 22,621 OKLO 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 22,621 shares
    Change vs previous 13F +1,389 shares

    0.02% of the 13F portfolio, value $1,183,757.

    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 21,232 shares
    Change vs previous 13F +1,707 shares

    0.02% of the 13F portfolio, value $1,052,895.

    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 19,525 shares
    Change vs previous 13F -18,447 shares

    0.03% of the 13F portfolio, value $1,401,114.

    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 37,972 shares
    Change vs previous 13F -4 shares

    0.11% of the 13F portfolio, value $4,238,814.

    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 37,976 shares
    Change vs previous 13F +1,003 shares

    0.05% of the 13F portfolio, value $2,126,276.

    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 36,973 shares
    Change vs previous 13F +7,352 shares

    0.01% of the 13F portfolio, value $799,726.

    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 29,621 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $628,854.

    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).