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Geneos Wealth Management Inc.: ROKU position timeline

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

Geneos Wealth Management Inc. held 1,353 ROKU 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 1,353 shares
    Change vs previous 13F -900 shares

    <0.01% of the 13F portfolio, value $186,903.

    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 2,253 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $213,179.

    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 2,253 shares
    Change vs previous 13F +175 shares

    0.01% of the 13F portfolio, value $244,428.

    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 2,078 shares
    Change vs previous 13F -60 shares

    0.01% of the 13F portfolio, value $208,070.

    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 2,138 shares
    Change vs previous 13F +1,825 shares

    <0.01% of the 13F portfolio, value $187,909.

    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 313 shares
    Change vs previous 13F -30 shares

    <0.01% of the 13F portfolio, value $22,048.

    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 343 shares
    Change vs previous 13F +270 shares

    <0.01% of the 13F portfolio, value $25,499.

    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 73 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,450.

    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).