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Disclosery

Geneos Wealth Management Inc.: PDP position timeline

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

Geneos Wealth Management Inc. held 10,602 PDP 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 10,602 shares
    Change vs previous 13F +5,166 shares

    0.03% of the 13F portfolio, value $1,608,641.

    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 5,436 shares
    Change vs previous 13F -96 shares

    0.02% of the 13F portfolio, value $656,365.

    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 5,532 shares
    Change vs previous 13F -445 shares

    0.02% of the 13F portfolio, value $643,948.

    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 5,977 shares
    Change vs previous 13F -175 shares

    0.02% of the 13F portfolio, value $705,612.

    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 6,152 shares
    Change vs previous 13F -6,637 shares

    0.02% of the 13F portfolio, value $668,046.

    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 12,789 shares
    Change vs previous 13F +6,457 shares

    0.02% of the 13F portfolio, value $1,278,644.

    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 6,332 shares
    Change vs previous 13F -293 shares

    0.02% of the 13F portfolio, value $681,387.

    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 6,625 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $684,098.

    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).