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Disclosery

Geneos Wealth Management Inc.: PLUG position timeline

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

Geneos Wealth Management Inc. held 9,131 PLUG 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 9,131 shares
    Change vs previous 13F +2,000 shares

    <0.01% of the 13F portfolio, value $24,745.

    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 7,131 shares
    Change vs previous 13F -300 shares

    <0.01% of the 13F portfolio, value $16,116.

    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 7,431 shares
    Change vs previous 13F +1,500 shares

    <0.01% of the 13F portfolio, value $14,639.

    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 5,931 shares
    Change vs previous 13F -316 shares

    <0.01% of the 13F portfolio, value $13,819.

    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 6,247 shares
    Change vs previous 13F -5,781 shares

    <0.01% of the 13F portfolio, value $9,308.

    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 12,028 shares
    Change vs previous 13F +133 shares

    <0.01% of the 13F portfolio, value $16,664.

    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 11,895 shares
    Change vs previous 13F -1,464 shares

    <0.01% of the 13F portfolio, value $25,336.

    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 13,359 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $30,191.

    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).