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Disclosery

Geneos Wealth Management Inc.: PEP position timeline

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

Geneos Wealth Management Inc. held 12,509 PEP 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 12,509 shares
    Change vs previous 13F +26 shares

    0.03% of the 13F portfolio, value $1,693,708.

    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 12,483 shares
    Change vs previous 13F -149 shares

    0.04% of the 13F portfolio, value $1,938,540.

    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 12,632 shares
    Change vs previous 13F -154 shares

    0.04% of the 13F portfolio, value $1,812,883.

    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 12,786 shares
    Change vs previous 13F -3,699 shares

    0.05% of the 13F portfolio, value $1,795,626.

    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 16,485 shares
    Change vs previous 13F -18,694 shares

    0.05% of the 13F portfolio, value $2,176,736.

    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 35,179 shares
    Change vs previous 13F +19,918 shares

    0.08% of the 13F portfolio, value $5,274,830.

    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 15,261 shares
    Change vs previous 13F -1,102 shares

    0.08% of the 13F portfolio, value $2,320,603.

    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 16,363 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,782,472.

    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).