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Disclosery

Geneos Wealth Management Inc.: PFL position timeline

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

Geneos Wealth Management Inc. held 65,719 PFL 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 65,719 shares
    Change vs previous 13F +12,763 shares

    0.01% of the 13F portfolio, value $517,866.

    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 52,956 shares
    Change vs previous 13F +401 shares

    0.01% of the 13F portfolio, value $423,648.

    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 52,555 shares
    Change vs previous 13F +19,533 shares

    0.01% of the 13F portfolio, value $443,039.

    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 33,022 shares
    Change vs previous 13F -1,129 shares

    0.01% of the 13F portfolio, value $281,347.

    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 34,151 shares
    Change vs previous 13F +13,279 shares

    0.01% of the 13F portfolio, value $284,819.

    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 20,872 shares
    Change vs previous 13F +7,079 shares

    <0.01% of the 13F portfolio, value $179,499.

    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 13,793 shares
    Change vs previous 13F +1,437 shares

    <0.01% of the 13F portfolio, value $115,585.

    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 12,356 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $105,891.

    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).