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Disclosery

Geneos Wealth Management Inc.: PVAL position timeline

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

Geneos Wealth Management Inc. held 879,439 PVAL 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 879,439 shares
    Change vs previous 13F +28,802 shares

    0.91% of the 13F portfolio, value $44,807,412.

    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 850,637 shares
    Change vs previous 13F +23,856 shares

    0.92% of the 13F portfolio, value $39,469,552.

    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 826,781 shares
    Change vs previous 13F +80,459 shares

    0.92% of the 13F portfolio, value $37,676,429.

    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 746,322 shares
    Change vs previous 13F +29,956 shares

    0.81% of the 13F portfolio, value $31,882,887.

    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 716,366 shares
    Change vs previous 13F +404,929 shares

    0.7% of the 13F portfolio, value $28,819,395.

    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 311,437 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $11,859,521.

    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).