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Disclosery

Geneos Wealth Management Inc.: PHDG position timeline

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

Geneos Wealth Management Inc. held 114 PHDG 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 114 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $4,667.

    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 114 shares
    Change vs previous 13F -90,854 shares

    <0.01% of the 13F portfolio, value $4,308.

    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 90,968 shares
    Change vs previous 13F -496 shares

    0.08% of the 13F portfolio, value $3,405,843.

    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 91,464 shares
    Change vs previous 13F -232 shares

    0.09% of the 13F portfolio, value $3,406,112.

    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 91,696 shares
    Change vs previous 13F -61,380 shares

    0.08% of the 13F portfolio, value $3,235,934.

    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 153,076 shares
    Change vs previous 13F +110,992 shares

    0.08% of the 13F portfolio, value $5,584,212.

    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 42,084 shares
    Change vs previous 13F +2,836 shares

    0.05% of the 13F portfolio, value $1,567,629.

    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 39,248 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,499,666.

    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).