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Geneos Wealth Management Inc.: QGRO position timeline

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

Geneos Wealth Management Inc. held 14,403 QGRO 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 14,403 shares
    Change vs previous 13F +1,303 shares

    0.03% of the 13F portfolio, value $1,700,274.

    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 13,100 shares
    Change vs previous 13F +3,019 shares

    0.03% of the 13F portfolio, value $1,375,893.

    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 10,081 shares
    Change vs previous 13F +1,798 shares

    0.03% of the 13F portfolio, value $1,154,476.

    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 8,283 shares
    Change vs previous 13F +988 shares

    0.02% of the 13F portfolio, value $947,575.

    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 7,295 shares
    Change vs previous 13F -79 shares

    0.02% of the 13F portfolio, value $796,030.

    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 7,374 shares
    Change vs previous 13F -536 shares

    0.01% of the 13F portfolio, value $690,723.

    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 7,910 shares
    Change vs previous 13F -404 shares

    0.03% of the 13F portfolio, value $788,627.

    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 8,314 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $757,073.

    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).