Skip to content
Disclosery

Geneos Wealth Management Inc.: PFXF position timeline

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

Geneos Wealth Management Inc. held 59,940 PFXF 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 59,940 shares
    Change vs previous 13F -335 shares

    0.02% of the 13F portfolio, value $1,069,330.

    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 60,275 shares
    Change vs previous 13F -6,419 shares

    0.02% of the 13F portfolio, value $1,057,222.

    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 66,694 shares
    Change vs previous 13F -2,948 shares

    0.03% of the 13F portfolio, value $1,177,825.

    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 69,642 shares
    Change vs previous 13F -2,054 shares

    0.03% of the 13F portfolio, value $1,237,538.

    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 71,696 shares
    Change vs previous 13F -62,847 shares

    0.03% of the 13F portfolio, value $1,227,436.

    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 134,543 shares
    Change vs previous 13F +69,744 shares

    0.03% of the 13F portfolio, value $2,254,941.

    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 64,799 shares
    Change vs previous 13F -56 shares

    0.04% of the 13F portfolio, value $1,117,783.

    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 64,855 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,184,252.

    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).