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Disclosery

Geneos Wealth Management Inc.: PLD position timeline

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

Geneos Wealth Management Inc. held 39,907 PLD 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 39,907 shares
    Change vs previous 13F +547 shares

    0.11% of the 13F portfolio, value $5,406,226.

    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 39,360 shares
    Change vs previous 13F +3,810 shares

    0.12% of the 13F portfolio, value $5,202,581.

    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 35,550 shares
    Change vs previous 13F -763 shares

    0.11% of the 13F portfolio, value $4,538,253.

    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 36,313 shares
    Change vs previous 13F +424 shares

    0.11% of the 13F portfolio, value $4,158,600.

    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 35,889 shares
    Change vs previous 13F -32,973 shares

    0.09% of the 13F portfolio, value $3,772,606.

    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 68,862 shares
    Change vs previous 13F +31,086 shares

    0.11% of the 13F portfolio, value $7,698,153.

    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 37,776 shares
    Change vs previous 13F +1,124 shares

    0.14% of the 13F portfolio, value $3,992,902.

    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 36,652 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,628,391.

    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).