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Disclosery

Geneos Wealth Management Inc.: PALC position timeline

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

Geneos Wealth Management Inc. held 221,744 PALC 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 221,744 shares
    Change vs previous 13F -897 shares

    0.27% of the 13F portfolio, value $13,249,208.

    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 222,641 shares
    Change vs previous 13F -19,102 shares

    0.27% of the 13F portfolio, value $11,535,030.

    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 241,743 shares
    Change vs previous 13F -5,626 shares

    0.31% of the 13F portfolio, value $12,628,628.

    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 247,369 shares
    Change vs previous 13F -51,329 shares

    0.32% of the 13F portfolio, value $12,806,293.

    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 298,698 shares
    Change vs previous 13F -317,953 shares

    0.36% of the 13F portfolio, value $14,755,685.

    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 616,651 shares
    Change vs previous 13F +366,062 shares

    0.43% of the 13F portfolio, value $29,568,445.

    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 250,589 shares
    Change vs previous 13F +1,276 shares

    0.43% of the 13F portfolio, value $12,339,012.

    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 249,313 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $12,350,941.

    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).