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Disclosery

Geneos Wealth Management Inc.: PGR position timeline

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

Geneos Wealth Management Inc. held 35,402 PGR 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 35,402 shares
    Change vs previous 13F -2,709 shares

    0.16% of the 13F portfolio, value $7,733,645.

    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 38,111 shares
    Change vs previous 13F -4,170 shares

    0.18% of the 13F portfolio, value $7,555,126.

    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 42,281 shares
    Change vs previous 13F -981 shares

    0.24% of the 13F portfolio, value $9,628,140.

    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 43,262 shares
    Change vs previous 13F -461 shares

    0.27% of the 13F portfolio, value $10,683,635.

    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 43,723 shares
    Change vs previous 13F -34,930 shares

    0.29% of the 13F portfolio, value $11,667,947.

    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 78,653 shares
    Change vs previous 13F +52,482 shares

    0.33% of the 13F portfolio, value $22,259,511.

    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 26,171 shares
    Change vs previous 13F +541 shares

    0.22% of the 13F portfolio, value $6,270,743.

    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 25,630 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,503,995.

    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).