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Disclosery

Geneos Wealth Management Inc.: PM position timeline

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

Geneos Wealth Management Inc. held 27,966 PM 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 27,966 shares
    Change vs previous 13F -744 shares

    0.1% of the 13F portfolio, value $5,059,300.

    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 28,710 shares
    Change vs previous 13F +930 shares

    0.11% of the 13F portfolio, value $4,746,950.

    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 27,780 shares
    Change vs previous 13F -154 shares

    0.11% of the 13F portfolio, value $4,455,898.

    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 27,934 shares
    Change vs previous 13F -4,549 shares

    0.11% of the 13F portfolio, value $4,530,890.

    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 32,483 shares
    Change vs previous 13F -20,726 shares

    0.14% of the 13F portfolio, value $5,916,085.

    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 53,209 shares
    Change vs previous 13F +31,620 shares

    0.12% of the 13F portfolio, value $8,445,840.

    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 21,589 shares
    Change vs previous 13F +1,675 shares

    0.09% of the 13F portfolio, value $2,598,239.

    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 19,914 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,417,562.

    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).