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Disclosery

Geneos Wealth Management Inc.: RWR position timeline

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

Geneos Wealth Management Inc. held 64,335 RWR 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 64,335 shares
    Change vs previous 13F +2,024 shares

    0.15% of the 13F portfolio, value $7,267,870.

    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 62,311 shares
    Change vs previous 13F +2,256 shares

    0.15% of the 13F portfolio, value $6,291,491.

    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 60,055 shares
    Change vs previous 13F +1,608 shares

    0.14% of the 13F portfolio, value $5,899,154.

    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 58,447 shares
    Change vs previous 13F +3,879 shares

    0.15% of the 13F portfolio, value $5,861,599.

    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 54,568 shares
    Change vs previous 13F -20,108 shares

    0.13% of the 13F portfolio, value $5,262,490.

    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 74,676 shares
    Change vs previous 13F +49,704 shares

    0.11% of the 13F portfolio, value $7,401,786.

    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 24,972 shares
    Change vs previous 13F +845 shares

    0.09% of the 13F portfolio, value $2,468,682.

    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 24,127 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,575,021.

    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).