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Geneos Wealth Management Inc.: PTNQ position timeline

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

Geneos Wealth Management Inc. held 190,230 PTNQ 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 190,230 shares
    Change vs previous 13F +25,089 shares

    0.34% of the 13F portfolio, value $16,863,918.

    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 165,141 shares
    Change vs previous 13F -14,134 shares

    0.28% of the 13F portfolio, value $12,048,663.

    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 179,275 shares
    Change vs previous 13F +9,693 shares

    0.34% of the 13F portfolio, value $14,100,009.

    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 169,582 shares
    Change vs previous 13F -13,887 shares

    0.33% of the 13F portfolio, value $13,147,722.

    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 183,469 shares
    Change vs previous 13F -130,960 shares

    0.32% of the 13F portfolio, value $13,094,210.

    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 314,429 shares
    Change vs previous 13F +188,203 shares

    0.33% of the 13F portfolio, value $22,327,657.

    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 126,226 shares
    Change vs previous 13F +8,385 shares

    0.33% of the 13F portfolio, value $9,343,266.

    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 117,841 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $8,641,298.

    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).