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Disclosery

Geneos Wealth Management Inc.: PANW position timeline

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

Geneos Wealth Management Inc. held 87,052 PANW 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 87,052 shares
    Change vs previous 13F -11,662 shares

    0.61% of the 13F portfolio, value $29,686,473.

    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 98,714 shares
    Change vs previous 13F +11,562 shares

    0.37% of the 13F portfolio, value $15,825,828.

    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 87,152 shares
    Change vs previous 13F +5,611 shares

    0.39% of the 13F portfolio, value $16,053,306.

    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 81,541 shares
    Change vs previous 13F +7,872 shares

    0.42% of the 13F portfolio, value $16,603,277.

    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 73,669 shares
    Change vs previous 13F -72,060 shares

    0.37% of the 13F portfolio, value $15,075,522.

    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 145,729 shares
    Change vs previous 13F +90,840 shares

    0.36% of the 13F portfolio, value $24,867,026.

    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 54,889 shares
    Change vs previous 13F +30,037 shares

    0.35% of the 13F portfolio, value $9,987,511.

    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 24,852 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $8,494,243.

    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).