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Geneos Wealth Management Inc.: RDVY position timeline

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

Geneos Wealth Management Inc. held 276,555 RDVY 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 276,555 shares
    Change vs previous 13F +7,096 shares

    0.46% of the 13F portfolio, value $22,417,555.

    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 269,459 shares
    Change vs previous 13F -2,815 shares

    0.43% of the 13F portfolio, value $18,398,688.

    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 272,274 shares
    Change vs previous 13F +339 shares

    0.46% of the 13F portfolio, value $18,914,890.

    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 271,935 shares
    Change vs previous 13F +5,698 shares

    0.46% of the 13F portfolio, value $18,290,331.

    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 266,237 shares
    Change vs previous 13F -99,505 shares

    0.41% of the 13F portfolio, value $16,703,731.

    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 365,742 shares
    Change vs previous 13F +238,122 shares

    0.31% of the 13F portfolio, value $21,410,484.

    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 127,620 shares
    Change vs previous 13F +5,555 shares

    0.26% of the 13F portfolio, value $7,547,463.

    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 122,065 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,227,496.

    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).