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Disclosery

Geneos Wealth Management Inc.: PTLC position timeline

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

Geneos Wealth Management Inc. held 310,265 PTLC 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 310,265 shares
    Change vs previous 13F +79,447 shares

    0.37% of the 13F portfolio, value $18,076,044.

    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 230,818 shares
    Change vs previous 13F -39,002 shares

    0.28% of the 13F portfolio, value $12,108,735.

    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 269,820 shares
    Change vs previous 13F +2,219 shares

    0.37% of the 13F portfolio, value $14,996,598.

    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 267,601 shares
    Change vs previous 13F -9,260 shares

    0.37% of the 13F portfolio, value $14,653,805.

    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 276,861 shares
    Change vs previous 13F -206,560 shares

    0.34% of the 13F portfolio, value $14,053,441.

    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 483,421 shares
    Change vs previous 13F +145,063 shares

    0.36% of the 13F portfolio, value $24,871,981.

    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 338,358 shares
    Change vs previous 13F +18,314 shares

    0.63% of the 13F portfolio, value $18,081,870.

    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 320,044 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $16,818,331.

    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).