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Geneos Wealth Management Inc.: RSPU position timeline

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

Geneos Wealth Management Inc. held 20,212 RSPU 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 20,212 shares
    Change vs previous 13F +595 shares

    0.03% of the 13F portfolio, value $1,639,827.

    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 19,617 shares
    Change vs previous 13F +167 shares

    0.04% of the 13F portfolio, value $1,591,115.

    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 19,450 shares
    Change vs previous 13F +1,217 shares

    0.04% of the 13F portfolio, value $1,454,481.

    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 18,233 shares
    Change vs previous 13F +33 shares

    0.04% of the 13F portfolio, value $1,397,706.

    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 18,200 shares
    Change vs previous 13F -17,940 shares

    0.03% of the 13F portfolio, value $1,294,380.

    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 36,140 shares
    Change vs previous 13F +18,390 shares

    0.04% of the 13F portfolio, value $2,517,200.

    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 17,750 shares
    Change vs previous 13F +1,179 shares

    0.04% of the 13F portfolio, value $1,166,691.

    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 16,571 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,138,440.

    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).