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Disclosery

Geneos Wealth Management Inc.: PWRD position timeline

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

Geneos Wealth Management Inc. held 7,824 PWRD 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 7,824 shares
    Change vs previous 13F +620 shares

    0.02% of the 13F portfolio, value $962,039.

    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 7,204 shares
    Change vs previous 13F -100 shares

    0.02% of the 13F portfolio, value $704,335.

    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 7,304 shares
    Change vs previous 13F +45 shares

    0.02% of the 13F portfolio, value $702,353.

    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 7,259 shares
    Change vs previous 13F +4,200 shares

    0.02% of the 13F portfolio, value $709,132.

    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 3,059 shares
    Change vs previous 13F +2,510 shares

    0.01% of the 13F portfolio, value $275,830.

    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 549 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $38,293.

    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).