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Disclosery

Geneos Wealth Management Inc.: PFF position timeline

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

Geneos Wealth Management Inc. held 64,565 PFF 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 64,565 shares
    Change vs previous 13F -731 shares

    0.04% of the 13F portfolio, value $1,968,597.

    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 65,296 shares
    Change vs previous 13F -488 shares

    0.05% of the 13F portfolio, value $1,979,778.

    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 65,784 shares
    Change vs previous 13F -7,932 shares

    0.05% of the 13F portfolio, value $2,036,677.

    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 73,716 shares
    Change vs previous 13F -2,637 shares

    0.06% of the 13F portfolio, value $2,330,886.

    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 76,353 shares
    Change vs previous 13F -82,091 shares

    0.06% of the 13F portfolio, value $2,342,500.

    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 158,444 shares
    Change vs previous 13F +81,509 shares

    0.07% of the 13F portfolio, value $4,868,989.

    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 76,935 shares
    Change vs previous 13F -2,197 shares

    0.08% of the 13F portfolio, value $2,418,823.

    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 79,132 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,629,567.

    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).