Skip to content
Disclosery

Geneos Wealth Management Inc.: PINS position timeline

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

Geneos Wealth Management Inc. held 212 PINS 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 212 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $4,458.

    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 212 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,888.

    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 212 shares
    Change vs previous 13F -293 shares

    <0.01% of the 13F portfolio, value $5,489.

    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 505 shares
    Change vs previous 13F -2,833 shares

    <0.01% of the 13F portfolio, value $16,246.

    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 3,338 shares
    Change vs previous 13F -4,627 shares

    <0.01% of the 13F portfolio, value $119,701.

    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 7,965 shares
    Change vs previous 13F +6,545 shares

    <0.01% of the 13F portfolio, value $246,915.

    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 1,420 shares
    Change vs previous 13F -1,795 shares

    <0.01% of the 13F portfolio, value $41,180.

    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 3,215 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $104,070.

    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).