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Disclosery

Geneos Wealth Management Inc.: PGX position timeline

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

Geneos Wealth Management Inc. held 327,492 PGX 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 327,492 shares
    Change vs previous 13F +17,132 shares

    0.07% of the 13F portfolio, value $3,550,013.

    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 310,360 shares
    Change vs previous 13F -50,471 shares

    0.08% of the 13F portfolio, value $3,376,717.

    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 360,831 shares
    Change vs previous 13F -8,463 shares

    0.1% of the 13F portfolio, value $4,055,742.

    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 369,294 shares
    Change vs previous 13F -4,481 shares

    0.11% of the 13F portfolio, value $4,283,808.

    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 373,775 shares
    Change vs previous 13F -403,404 shares

    0.1% of the 13F portfolio, value $4,160,117.

    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 777,179 shares
    Change vs previous 13F +403,013 shares

    0.13% of the 13F portfolio, value $8,719,948.

    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 374,166 shares
    Change vs previous 13F +854 shares

    0.15% of the 13F portfolio, value $4,314,129.

    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 373,312 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,610,399.

    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).