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Disclosery

Geneos Wealth Management Inc.: PG position timeline

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

Geneos Wealth Management Inc. held 24,265 PG 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 24,265 shares
    Change vs previous 13F -4,870 shares

    0.07% of the 13F portfolio, value $3,558,279.

    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 29,135 shares
    Change vs previous 13F -10,015 shares

    0.1% of the 13F portfolio, value $4,208,310.

    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 39,150 shares
    Change vs previous 13F +14,170 shares

    0.14% of the 13F portfolio, value $5,610,645.

    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 24,980 shares
    Change vs previous 13F -3,667 shares

    0.1% of the 13F portfolio, value $3,838,163.

    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 28,647 shares
    Change vs previous 13F -19,337 shares

    0.11% of the 13F portfolio, value $4,564,039.

    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 47,984 shares
    Change vs previous 13F +30,663 shares

    0.12% of the 13F portfolio, value $8,177,331.

    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 17,321 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,903,792.

    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).