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Disclosery

Geneos Wealth Management Inc.: PULS position timeline

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

Geneos Wealth Management Inc. held 458,258 PULS 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 458,258 shares
    Change vs previous 13F +71,400 shares

    0.46% of the 13F portfolio, value $22,706,684.

    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 386,858 shares
    Change vs previous 13F -53,916 shares

    0.44% of the 13F portfolio, value $19,149,481.

    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 440,774 shares
    Change vs previous 13F +65,071 shares

    0.53% of the 13F portfolio, value $21,857,976.

    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 375,703 shares
    Change vs previous 13F +47,074 shares

    0.48% of the 13F portfolio, value $18,721,287.

    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 328,629 shares
    Change vs previous 13F -108,694 shares

    0.4% of the 13F portfolio, value $16,352,570.

    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 437,323 shares
    Change vs previous 13F +283,157 shares

    0.32% of the 13F portfolio, value $21,748,086.

    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 154,166 shares
    Change vs previous 13F -133,961 shares

    0.27% of the 13F portfolio, value $7,638,940.

    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 288,127 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $14,342,974.

    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).