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Disclosery

Geneos Wealth Management Inc.: RLY position timeline

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

Geneos Wealth Management Inc. held 99,068 RLY 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 99,068 shares
    Change vs previous 13F -2,542 shares

    0.07% of the 13F portfolio, value $3,418,837.

    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 101,610 shares
    Change vs previous 13F -4,010 shares

    0.09% of the 13F portfolio, value $3,673,202.

    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 105,620 shares
    Change vs previous 13F +3,258 shares

    0.08% of the 13F portfolio, value $3,321,749.

    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 102,362 shares
    Change vs previous 13F +271 shares

    0.08% of the 13F portfolio, value $3,160,939.

    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 102,091 shares
    Change vs previous 13F -67,203 shares

    0.07% of the 13F portfolio, value $2,969,827.

    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 169,294 shares
    Change vs previous 13F +104,741 shares

    0.07% of the 13F portfolio, value $4,831,650.

    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 64,553 shares
    Change vs previous 13F +2,780 shares

    0.06% of the 13F portfolio, value $1,744,222.

    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 61,773 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,775,356.

    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).