Skip to content
Disclosery

Geneos Wealth Management Inc.: OKTA position timeline

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

Geneos Wealth Management Inc. held 14,628 OKTA 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 14,628 shares
    Change vs previous 13F +4 shares

    0.04% of the 13F portfolio, value $1,995,991.

    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 14,624 shares
    Change vs previous 13F -1,838 shares

    0.03% of the 13F portfolio, value $1,151,055.

    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 16,462 shares
    Change vs previous 13F -2,161 shares

    0.03% of the 13F portfolio, value $1,423,426.

    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 18,623 shares
    Change vs previous 13F +3,601 shares

    0.04% of the 13F portfolio, value $1,707,683.

    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 15,022 shares
    Change vs previous 13F -12,088 shares

    0.04% of the 13F portfolio, value $1,501,699.

    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 27,110 shares
    Change vs previous 13F +16,644 shares

    0.04% of the 13F portfolio, value $2,852,409.

    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 10,466 shares
    Change vs previous 13F +6,268 shares

    0.03% of the 13F portfolio, value $824,681.

    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 4,198 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $312,042.

    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).