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Disclosery

Geneos Wealth Management Inc.: RSP position timeline

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

Geneos Wealth Management Inc. held 125,838 RSP 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 125,838 shares
    Change vs previous 13F +9,063 shares

    0.55% of the 13F portfolio, value $26,774,514.

    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 116,775 shares
    Change vs previous 13F +6,655 shares

    0.52% of the 13F portfolio, value $22,411,496.

    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 110,120 shares
    Change vs previous 13F +3,367 shares

    0.52% of the 13F portfolio, value $21,094,643.

    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 106,753 shares
    Change vs previous 13F -10,141 shares

    0.51% of the 13F portfolio, value $20,250,992.

    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 116,894 shares
    Change vs previous 13F -103,609 shares

    0.52% of the 13F portfolio, value $21,244,360.

    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 220,503 shares
    Change vs previous 13F +151,357 shares

    0.56% of the 13F portfolio, value $38,197,746.

    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 69,146 shares
    Change vs previous 13F +15,822 shares

    0.42% of the 13F portfolio, value $12,116,372.

    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 53,324 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $9,553,539.

    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).