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Geneos Wealth Management Inc.: RPM position timeline

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

Geneos Wealth Management Inc. held 14,334 RPM 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 14,334 shares
    Change vs previous 13F +613 shares

    0.03% of the 13F portfolio, value $1,593,207.

    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 13,721 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $1,363,838.

    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 13,718 shares
    Change vs previous 13F +12,711 shares

    0.03% of the 13F portfolio, value $1,426,634.

    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 1,007 shares
    Change vs previous 13F -77 shares

    <0.01% of the 13F portfolio, value $118,664.

    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 1,084 shares
    Change vs previous 13F -1,043 shares

    <0.01% of the 13F portfolio, value $119,078.

    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 2,127 shares
    Change vs previous 13F +1,366 shares

    <0.01% of the 13F portfolio, value $292,027.

    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 761 shares
    Change vs previous 13F +103 shares

    <0.01% of the 13F portfolio, value $93,628.

    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 658 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $79,677.

    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).