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
- period ended2026-06-3013F 14,334 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,721 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,718 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,007 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,084 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 2,127 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 761 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 658 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).