Skip to content
Disclosery

Geneos Wealth Management Inc.: RC position timeline

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

Geneos Wealth Management Inc. held 18,956 RC 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 18,956 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $33,173.

    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 18,956 shares
    Change vs previous 13F -240 shares

    <0.01% of the 13F portfolio, value $30,709.

    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 19,196 shares
    Change vs previous 13F -13,669 shares

    <0.01% of the 13F portfolio, value $41,847.

    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 32,865 shares
    Change vs previous 13F -3,260 shares

    <0.01% of the 13F portfolio, value $127,188.

    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 36,125 shares
    Change vs previous 13F -55,991 shares

    <0.01% of the 13F portfolio, value $157,866.

    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 92,116 shares
    Change vs previous 13F +91,937 shares

    0.01% of the 13F portfolio, value $468,870.

    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 179 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,221.

    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 179 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,366.

    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).