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Geneos Wealth Management Inc.: PODD position timeline

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

Geneos Wealth Management Inc. held 588 PODD 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 588 shares
    Change vs previous 13F -30,586 shares

    <0.01% of the 13F portfolio, value $89,523.

    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 31,174 shares
    Change vs previous 13F -4,750 shares

    0.15% of the 13F portfolio, value $6,541,552.

    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 35,924 shares
    Change vs previous 13F +1,664 shares

    0.25% of the 13F portfolio, value $10,211,038.

    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 34,260 shares
    Change vs previous 13F +1,995 shares

    0.27% of the 13F portfolio, value $10,577,090.

    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 32,265 shares
    Change vs previous 13F -42,300 shares

    0.25% of the 13F portfolio, value $10,137,018.

    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 74,565 shares
    Change vs previous 13F +44,439 shares

    0.29% of the 13F portfolio, value $19,591,494.

    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 30,126 shares
    Change vs previous 13F +12,244 shares

    0.28% of the 13F portfolio, value $7,864,995.

    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 17,882 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,162,036.

    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).