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Disclosery

Geneos Wealth Management Inc.: RTO position timeline

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

Geneos Wealth Management Inc. held 8,444 RTO 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 8,444 shares
    Change vs previous 13F -52 shares

    <0.01% of the 13F portfolio, value $241,583.

    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 8,496 shares
    Change vs previous 13F -640 shares

    0.01% of the 13F portfolio, value $267,454.

    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 9,136 shares
    Change vs previous 13F +8,656 shares

    0.01% of the 13F portfolio, value $269,147.

    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 480 shares
    Change vs previous 13F -126 shares

    <0.01% of the 13F portfolio, value $12,120.

    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 606 shares
    Change vs previous 13F -1,231 shares

    <0.01% of the 13F portfolio, value $14,544.

    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 1,837 shares
    Change vs previous 13F +1,143 shares

    <0.01% of the 13F portfolio, value $42,067.

    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 694 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $17,572.

    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).