Geneos Wealth Management Inc.: RTX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on RTX, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 19,281 RTX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 19,281 sharesChange vs previous 13F +165 shares
0.07% of the 13F portfolio, value $3,658,277.
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 19,116 sharesChange vs previous 13F -1,436 shares
0.09% of the 13F portfolio, value $3,687,524.
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 20,552 sharesChange vs previous 13F -475 shares
0.09% of the 13F portfolio, value $3,769,292.
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 21,027 sharesChange vs previous 13F -2,038 shares
0.09% of the 13F portfolio, value $3,518,431.
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 23,065 sharesChange vs previous 13F -18,008 shares
0.08% of the 13F portfolio, value $3,367,882.
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 41,073 sharesChange vs previous 13F +28,362 shares
0.08% of the 13F portfolio, value $5,440,502.
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 12,711 sharesChange vs previous 13F -390 shares
0.05% of the 13F portfolio, value $1,470,881.
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 13,101 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $1,587,356.
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).