Skip to content
Disclosery

Geneos Wealth Management Inc.: QQQ position timeline

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

Geneos Wealth Management Inc. held 57,494 QQQ 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 57,494 shares
    Change vs previous 13F -1,486 shares

    0.86% of the 13F portfolio, value $42,338,761.

    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 58,980 shares
    Change vs previous 13F -10,000 shares

    0.79% of the 13F portfolio, value $34,041,884.

    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 68,980 shares
    Change vs previous 13F +3,284 shares

    1.04% of the 13F portfolio, value $42,374,873.

    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 65,696 shares
    Change vs previous 13F -13,136 shares

    1% of the 13F portfolio, value $39,441,678.

    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 78,832 shares
    Change vs previous 13F -77,397 shares

    1.06% of the 13F portfolio, value $43,487,039.

    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 156,229 shares
    Change vs previous 13F +95,881 shares

    1.07% of the 13F portfolio, value $73,259,205.

    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 60,348 shares
    Change vs previous 13F -5,855 shares

    1.08% of the 13F portfolio, value $30,851,863.

    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 66,203 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $32,311,834.

    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).