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Disclosery

Geneos Wealth Management Inc.: RWL position timeline

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

Geneos Wealth Management Inc. held 75,076 RWL 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 75,076 shares
    Change vs previous 13F +278 shares

    0.2% of the 13F portfolio, value $9,591,759.

    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 74,798 shares
    Change vs previous 13F +3,730 shares

    0.2% of the 13F portfolio, value $8,595,003.

    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 71,068 shares
    Change vs previous 13F +3,507 shares

    0.2% of the 13F portfolio, value $8,137,339.

    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 67,561 shares
    Change vs previous 13F +1,022 shares

    0.19% of the 13F portfolio, value $7,476,325.

    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 66,539 shares
    Change vs previous 13F -198,563 shares

    0.17% of the 13F portfolio, value $6,939,391.

    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 265,102 shares
    Change vs previous 13F +218,503 shares

    0.39% of the 13F portfolio, value $26,335,166.

    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 46,599 shares
    Change vs previous 13F +4,876 shares

    0.16% of the 13F portfolio, value $4,562,966.

    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 41,723 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,091,815.

    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).