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Disclosery

Geneos Wealth Management Inc.: ORCL position timeline

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

Geneos Wealth Management Inc. held 22,610 ORCL 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 22,610 shares
    Change vs previous 13F +413 shares

    0.07% of the 13F portfolio, value $3,313,519.

    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 22,197 shares
    Change vs previous 13F -117 shares

    0.08% of the 13F portfolio, value $3,265,447.

    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 22,314 shares
    Change vs previous 13F +982 shares

    0.11% of the 13F portfolio, value $4,349,202.

    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 21,332 shares
    Change vs previous 13F -7,738 shares

    0.15% of the 13F portfolio, value $5,999,307.

    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 29,070 shares
    Change vs previous 13F -22,636 shares

    0.16% of the 13F portfolio, value $6,355,496.

    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 51,706 shares
    Change vs previous 13F +30,354 shares

    0.11% of the 13F portfolio, value $7,229,034.

    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 21,352 shares
    Change vs previous 13F +765 shares

    0.12% of the 13F portfolio, value $3,558,151.

    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 20,587 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,507,958.

    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).