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Disclosery

Geneos Wealth Management Inc.: RCL position timeline

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

Geneos Wealth Management Inc. held 1,345 RCL 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 1,345 shares
    Change vs previous 13F -13 shares

    0.01% of the 13F portfolio, value $427,078.

    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 1,358 shares
    Change vs previous 13F -82 shares

    0.01% of the 13F portfolio, value $373,694.

    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 1,440 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $401,645.

    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 1,440 shares
    Change vs previous 13F -650 shares

    0.01% of the 13F portfolio, value $465,955.

    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 2,090 shares
    Change vs previous 13F -1,244 shares

    0.02% of the 13F portfolio, value $654,463.

    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 3,334 shares
    Change vs previous 13F -13,897 shares

    0.01% of the 13F portfolio, value $879,899.

    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 17,231 shares
    Change vs previous 13F -1,047 shares

    0.14% of the 13F portfolio, value $3,975,087.

    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 18,278 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,241,786.

    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).