Geneos Wealth Management Inc.: ORLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on ORLY, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 9,598 ORLY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 9,598 sharesChange vs previous 13F -2 shares
0.02% of the 13F portfolio, value $883,880.
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).
- period ended2026-03-3113F 9,600 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $886,176.
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 9,600 sharesChange vs previous 13F +30 shares
0.02% of the 13F portfolio, value $875,616.
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 9,570 sharesChange vs previous 13F -4,789 shares
0.03% of the 13F portfolio, value $1,031,742.
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 14,359 sharesChange vs previous 13F +13,060 shares
0.03% of the 13F portfolio, value $1,294,177.
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 1,299 sharesChange vs previous 13F +642 shares
0.03% of the 13F portfolio, value $1,998,449.
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 657 sharesChange vs previous 13F -11 shares
0.03% of the 13F portfolio, value $779,071.
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 668 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $769,269.
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).