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Disclosery

Geneos Wealth Management Inc.: PFE position timeline

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

Geneos Wealth Management Inc. held 29,798 PFE 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 29,798 shares
    Change vs previous 13F -425 shares

    0.01% of the 13F portfolio, value $717,540.

    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 30,223 shares
    Change vs previous 13F +192 shares

    0.02% of the 13F portfolio, value $848,666.

    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 30,031 shares
    Change vs previous 13F -3,491 shares

    0.02% of the 13F portfolio, value $747,773.

    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 33,522 shares
    Change vs previous 13F -11,839 shares

    0.02% of the 13F portfolio, value $854,152.

    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 45,361 shares
    Change vs previous 13F -95,110 shares

    0.03% of the 13F portfolio, value $1,099,547.

    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 140,471 shares
    Change vs previous 13F +85,927 shares

    0.05% of the 13F portfolio, value $3,559,536.

    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 54,544 shares
    Change vs previous 13F -6,057 shares

    0.05% of the 13F portfolio, value $1,447,054.

    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 60,601 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,753,798.

    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).