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Geneos Wealth Management Inc.: PYLD position timeline

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

Geneos Wealth Management Inc. held 247,423 PYLD 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 247,423 shares
    Change vs previous 13F +11,581 shares

    0.13% of the 13F portfolio, value $6,561,669.

    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 235,842 shares
    Change vs previous 13F +47,089 shares

    0.14% of the 13F portfolio, value $6,179,064.

    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 188,753 shares
    Change vs previous 13F +116,728 shares

    0.12% of the 13F portfolio, value $5,035,934.

    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 72,025 shares
    Change vs previous 13F +8,503 shares

    0.05% of the 13F portfolio, value $1,933,150.

    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 63,522 shares
    Change vs previous 13F -52,073 shares

    0.04% of the 13F portfolio, value $1,685,873.

    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 115,595 shares
    Change vs previous 13F +102,934 shares

    0.04% of the 13F portfolio, value $3,045,919.

    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 12,661 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $328,177.

    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).