Geneos Wealth Management Inc.: ON position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on ON, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 0 ON shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -300 shares
13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 300 sharesChange vs previous 13F -100 shares
<0.01% of the 13F portfolio, value $18,576.
13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 400 sharesChange vs previous 13F -532 shares
<0.01% of the 13F portfolio, value $21,660.
13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 932 sharesChange vs previous 13F -1,269 shares
<0.01% of the 13F portfolio, value $45,957.
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,201 sharesChange vs previous 13F -1,146 shares
<0.01% of the 13F portfolio, value $115,354.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 3,347 sharesChange vs previous 13F +2,519 shares
<0.01% of the 13F portfolio, value $136,189.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 828 sharesChange vs previous 13F -250 shares
<0.01% of the 13F portfolio, value $52,205.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,078 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $78,274.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).