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Disclosery

Geneos Wealth Management Inc.: PTL position timeline

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

Geneos Wealth Management Inc. held 49,316 PTL 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 49,316 shares
    Change vs previous 13F +4,424 shares

    0.29% of the 13F portfolio, value $14,108,800.

    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 44,892 shares
    Change vs previous 13F -1,738 shares

    0.26% of the 13F portfolio, value $11,248,251.

    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 46,630 shares
    Change vs previous 13F +36,296 shares

    0.28% of the 13F portfolio, value $11,572,990.

    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 10,334 shares
    Change vs previous 13F +186 shares

    0.07% of the 13F portfolio, value $2,575,767.

    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 10,148 shares
    Change vs previous 13F -19,260 shares

    0.06% of the 13F portfolio, value $2,326,902.

    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 29,408 shares
    Change vs previous 13F +14,779 shares

    0.09% of the 13F portfolio, value $6,043,148.

    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 14,629 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,120,409.

    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).