Geneos Wealth Management Inc.: PAMC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on PAMC, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 26,857 PAMC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 26,857 sharesChange vs previous 13F -2,226 shares
0.03% of the 13F portfolio, value $1,488,684.
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 29,083 sharesChange vs previous 13F -238 shares
0.03% of the 13F portfolio, value $1,391,912.
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 29,321 sharesChange vs previous 13F -15,390 shares
0.03% of the 13F portfolio, value $1,366,359.
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 44,711 sharesChange vs previous 13F -69,510 shares
0.05% of the 13F portfolio, value $2,102,311.
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 114,221 sharesChange vs previous 13F -53,112 shares
0.12% of the 13F portfolio, value $5,005,164.
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 167,333 sharesChange vs previous 13F +99,107 shares
0.1% of the 13F portfolio, value $7,093,246.
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 68,226 sharesChange vs previous 13F -1,939 shares
0.11% of the 13F portfolio, value $3,165,697.
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 70,165 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $3,243,009.
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).