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Disclosery

Geneos Wealth Management Inc.: PLTR position timeline

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

Geneos Wealth Management Inc. held 16,856 PLTR 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 16,856 shares
    Change vs previous 13F +5,125 shares

    0.04% of the 13F portfolio, value $1,966,590.

    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 11,731 shares
    Change vs previous 13F -3,812 shares

    0.04% of the 13F portfolio, value $1,716,011.

    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 15,543 shares
    Change vs previous 13F +2,870 shares

    0.07% of the 13F portfolio, value $2,762,768.

    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 12,673 shares
    Change vs previous 13F -137 shares

    0.06% of the 13F portfolio, value $2,311,809.

    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 12,810 shares
    Change vs previous 13F -19,071 shares

    0.04% of the 13F portfolio, value $1,746,259.

    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 31,881 shares
    Change vs previous 13F +17,475 shares

    0.04% of the 13F portfolio, value $2,690,756.

    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 14,406 shares
    Change vs previous 13F +196 shares

    0.04% of the 13F portfolio, value $1,089,526.

    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 14,210 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $528,612.

    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).